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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 		$66K Sell
220
-140
-39% -$39.3K 0.02% 378
2026
Q1 		$89K Buy
360
+215
+148% +$55.5K 0.04% 298
2025
Q4 		$35K Sell
145
-308
-68% -$75.7K 0.01% 498
2025
Q3 		$109K Buy
453
+308
+212% +$70.7K 0.04% 370
2025
Q2 		$31K Buy
+145
New +$29.2K 0.01% 498
2025
Q1 		– Sell
-100
Closed -$22K – 862
2024
Q4 		$22K Hold
100
– – 0.01% 416
2024
Q3 		$22K Buy
100
+25
+33% +$5.35K 0.01% 389
2024
Q2 		$15K Sell
75
-317
-81% -$64.1K 0.01% 323
2024
Q1 		$82 Buy
392
+357
+1,020% +$71.2K 0.05% 206
2023
Q4 		$7K Buy
+35
New +$6.27K 0.01% 334
2023
Q1 		– Sell
-16
Closed -$2K – 645
2022
Q4 		$2K Sell
16
-3
-16% -$534 ﹤0.01% 414
2022
Q3 		$3K Buy
+19
New +$3.46K ﹤0.01% 504
2022
Q1 		– Sell
-500
Closed -$111K – 824
2021
Q4 		$111K Buy
+500
New +$113K 0.06% 199
2021
Q3 		– Sell
-608
Closed -$139K – 814
2021
Q2 		$139K Sell
608
-797
-57% -$179K 0.06% 236
2021
Q1 		$310K Buy
1,405
+1,380
+5,520% +$301K 0.12% 139
2020
Q4 		$4K Buy
+25
New +$4.38K ﹤0.01% 664
2020
Q3 		– Sell
-879
Closed -$125K – 549
2020
Q2 		$125K Buy
+879
New +$115K 0.07% 156
2020
Q1 		– Sell
-90
Closed -$14K – 630
2019
Q4 		$14K Sell
90
-167
-65% -$26.4K ﹤0.01% 606
2019
Q3 		$38K Buy
257
+83
+48% +$12.7K 0.01% 430
2019
Q2 		$27K Buy
174
+122
+235% +$18.8K 0.01% 443
2019
Q1 		$7K Buy
+52
New +$7.81K ﹤0.01% 482
2018
Q4 		– Sell
-125
Closed -$21K – 834
2018
Q3 		$21K Buy
+125
New +$21.1K ﹤0.01% 454

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.