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FNY Investment Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

FNY Investment Advisers’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 		$1.01M Buy
+3,375
New +$948K 0.36% 75
2025
Q1 		– Sell
-6,234
Closed -$1.38M – 861
2024
Q4 		$1.38M Sell
6,234
-13,625
-69% -$3.11M 0.71% 36
2024
Q3 		$4.39M Buy
+19,859
New +$4.25M 2.11% 4
2024
Q1 		– Sell
-21,161
Closed -$4.22M – 755
2023
Q4 		$4.25M Buy
+21,161
New +$3.79M 4.71% 3
2021
Q2 		– Sell
-2,445
Closed -$550K – 871
2021
Q1 		$540K Buy
+2,445
New +$534K 0.2% 99

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

FNY Investment Advisers's IWM Position: Q2 2026 in Review

FNY Investment Advisers opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 3,375 shares worth $1.01M. The stake represents 0.36% of the portfolio and ranks #75 among its holdings. This is a return to the name: FNY Investment Advisers previously reported a position in IWM as recently as Q4 2024.

FNY Investment Advisers first reported a position in IWM in Q1 2021 and has held it in 5 quarters since. The position peaked at $4.39M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • FNY Investment Advisers held 3,375 shares of iShares Russell 2000 ETF worth $1.01M as of Q2 2026.
  • iShares Russell 2000 ETF was a new FNY Investment Advisers position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.36% of FNY Investment Advisers's portfolio in Q2 2026, its #75 holding.
  • FNY Investment Advisers first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 5 quarters since.
  • FNY Investment Advisers's iShares Russell 2000 ETF position peaked at $4.39M in Q3 2024.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.