Stonebridge Financial Group, LLC/CA’s iShares Russell 2000 ETF IWM Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$239K	Buy	+796	New	+$224K	0.03%	262

Other funds holding IWM

Morgan Stanley New York $1.89T AUM 35.08% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's IWM Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 796 shares worth $239K. The stake represents 0.03% of the portfolio and ranks #262 among its holdings.

2,373 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 796 shares of iShares Russell 2000 ETF worth $239K as of Q2 2026.
iShares Russell 2000 ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #262 holding.
2,373 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.