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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return