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
2025 Q3	$391K	Hold
2025 Q2	$349K	Buy
2025 Q1	$301K	Buy
2024 Q4	$201K	Buy
2017 Q3	–	Sell
2017 Q2	$21K	Hold
2017 Q1	$21K	Sell
2016 Q4	$81K	Buy
2016 Q3	$56K	Buy