Stonehage Fleming Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Stonehage Fleming Financial Services’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 Q2	$557K	Sell	1,855 -910	-33%	-$256K	0.02%	112
2026 Q1	$686K	Buy	2,765 +1,149	+71%	+$296K	0.02%	95
2025 Q4	$398K	Hold	1,616	–	–	0.01%	111
2025 Q3	$391K	Hold	1,616	–	–	0.01%	117
2025 Q2	$349K	Buy	1,616 +108	+7%	+$21.7K	0.01%	123
2025 Q1	$301K	Buy	1,508 +598	+66%	+$130K	0.01%	111
2024 Q4	$201K	Buy	+910	New	+$207K	0.01%	136
2017 Q3	–	Sell	-150	Closed	-$21K	–	249
2017 Q2	$21K	Hold	150	–	–	﹤0.01%	230
2017 Q1	$21K	Sell	150 -450	-75%	-$61.5K	﹤0.01%	264
2016 Q4	$81K	Buy	600 +150	+33%	+$19.2K	0.01%	245
2016 Q3	$56K	Buy	+450	New	+$54.7K	﹤0.01%	260

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stonehage Fleming Financial Services's IWM Position: Q2 2026 in Review

Stonehage Fleming Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 33% in Q2 2026, selling an estimated $256K and leaving 1,855 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #112.

Stonehage Fleming Financial Services first reported a position in IWM in Q3 2016 and has held it in 11 quarters since. The position peaked at $686K in Q1 2026. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Stonehage Fleming Financial Services held 1,855 shares of iShares Russell 2000 ETF worth $557K as of Q2 2026.
Stonehage Fleming Financial Services sold 910 iShares Russell 2000 ETF shares in Q2 2026, an estimated $256K.
iShares Russell 2000 ETF made up 0.02% of Stonehage Fleming Financial Services's portfolio in Q2 2026, its #112 holding.
Stonehage Fleming Financial Services first reported a position in iShares Russell 2000 ETF in Q3 2016 and has held it in 11 quarters since.
Stonehage Fleming Financial Services's iShares Russell 2000 ETF position peaked at $686K in Q1 2026.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.