Stonebridge Financial Group
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Stonebridge Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Stonebridge Financial Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-796
Closed -$239K – 311
2026
Q2 		$239K Buy
+796
New +$224K 0.03% 262

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Stonebridge Financial Group's IWM Position: Q3 2026 in Review

Stonebridge Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q3 2026, closing a stake of 796 shares — an estimated $239K sold.

Stonebridge Financial Group first reported a position in IWM in Q2 2026 and held it in 1 quarter. The position peaked at $239K in Q2 2026. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Stonebridge Financial Group reported no remaining iShares Russell 2000 ETF position as of Q3 2026 after selling out during the quarter.
  • Stonebridge Financial Group sold 796 iShares Russell 2000 ETF shares in Q3 2026, an estimated $239K.
  • Stonebridge Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2026 and held it in 1 quarter.
  • Stonebridge Financial Group's iShares Russell 2000 ETF position peaked at $239K in Q2 2026.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.