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	$123K	Buy	410 +135	+49%	+$37.9K	0.04%	296
2026 Q1	$68K	Buy	275 +265	+2,650%	+$68.4K	0.03%	326
2025 Q4	$2K	Sell	10 -141	-93%	-$34.7K	﹤0.01%	800
2025 Q3	$36K	Sell	151 -16	-10%	-$3.67K	0.01%	567
2025 Q2	$36K	Buy	+167	New	+$33.6K	0.02%	464
2021 Q4	–	Sell	-50	Closed	-$10K	–	686
2021 Q3	$10K	Buy	+50	New	+$11.1K	﹤0.01%	540
2021 Q1	–	Sell	-270	Closed	-$52K	–	907
2020 Q4	$52K	Buy	+270	New	+$47.2K	0.01%	379
2020 Q3	–	Sell	-25	Closed	-$3K	–	548
2020 Q2	$3K	Sell	25 -125	-83%	-$16.4K	﹤0.01%	347
2020 Q1	$17K	Buy	+150	New	+$22.4K	0.01%	283
2019 Q3	–	Sell	-25	Closed	-$3K	–	1010
2019 Q2	$3K	Buy	+25	New	+$3.85K	﹤0.01%	778

Other funds holding IWM

BlackRock New York $6.73T AUM 46.02% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 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. 1,827 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.
1,827 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.