Stonegate Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Stonegate Investment 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
2025 Q3	$206K	Buy	+850	New	+$195K	﹤0.01%	387
2025 Q2	–	Sell	-1,837	Closed	-$367K	–	456
2025 Q1	$367K	Sell	1,837 -4,847	-73%	-$1.05M	0.01%	256
2024 Q4	$1.48M	Sell	6,684 -1,830	-21%	-$417K	0.04%	133
2024 Q3	$1.88M	Sell	8,514 -78	-0.9%	-$16.7K	0.05%	128
2024 Q2	$1.74M	Buy	8,592 +1	+0%	+$202	0.05%	125
2024 Q1	$1.81M	Buy	8,591 +189	+2%	+$37.7K	0.06%	124
2023 Q4	$1.69M	Buy	8,402 +137	+2%	+$24.5K	0.06%	130
2023 Q3	$1.46M	Hold	8,265	–	–	0.05%	127
2023 Q2	$1.55M	Buy	8,265 +6	+0.1%	+$1.07K	0.06%	130
2023 Q1	$1.47M	Sell	8,259 -22	-0.3%	-$4.05K	0.06%	127
2022 Q4	$1.44M	Buy	8,281 +8	+0.1%	+$1.42K	0.06%	116
2022 Q3	$1.36M	Buy	8,273 +9	+0.1%	+$1.64K	0.06%	121
2022 Q2	$1.4M	Buy	8,264 +1,042	+14%	+$192K	0.06%	123
2022 Q1	$1.48M	Sell	7,222 -154	-2%	-$31.4K	0.05%	110
2021 Q4	$1.64M	Buy	+7,376	New	+$1.67M	0.07%	110

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Stonegate Investment Group's IWM Position: Q3 2025 in Review

Stonegate Investment Group opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2025: 850 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Stonegate Investment Group previously reported a position in IWM as recently as Q1 2025.

Stonegate Investment Group first reported a position in IWM in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.88M in Q3 2024. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Stonegate Investment Group held 850 shares of iShares Russell 2000 ETF worth $206K as of Q3 2025.
iShares Russell 2000 ETF was a new Stonegate Investment Group position in Q3 2025.
iShares Russell 2000 ETF made up ﹤0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #387 holding.
Stonegate Investment Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 15 quarters since.
Stonegate Investment Group's iShares Russell 2000 ETF position peaked at $1.88M in Q3 2024.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.