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Fort Sheridan Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Fort Sheridan Advisors’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 		$1.09M Buy
4,395
+218
+5% +$56.2K 0.13% 115
2025
Q4 		$1.03M Buy
4,177
+95
+2% +$23.4K 0.13% 111
2025
Q3 		$988K Buy
4,082
+1,024
+33% +$235K 0.13% 112
2025
Q2 		$660K Sell
3,058
-354
-10% -$71.2K 0.09% 132
2025
Q1 		$681K Sell
3,412
-8
-0.2% -$1.74K 0.1% 128
2024
Q4 		$756K Sell
3,420
-62
-2% -$14.1K 0.11% 124
2024
Q3 		$769K Sell
3,482
-30
-0.9% -$6.42K 0.12% 118
2024
Q2 		$712K Buy
3,512
+89
+3% +$18K 0.12% 115
2024
Q1 		$720K Sell
3,423
-22
-0.6% -$4.39K 0.14% 102
2023
Q4 		$691K Buy
3,445
+66
+2% +$11.8K 0.14% 101
2023
Q3 		$597K Buy
3,379
+45
+1% +$8.45K 0.14% 106
2023
Q2 		$624K Sell
3,334
-42
-1% -$7.49K 0.14% 103
2023
Q1 		$602K Buy
3,376
+12
+0.4% +$2.21K 0.15% 99
2022
Q4 		$587K Sell
3,364
-154
-4% -$27.4K 0.19% 96
2022
Q3 		$580K Buy
3,518
+10
+0.3% +$1.82K 0.2% 94
2022
Q2 		$594K Buy
3,508
+142
+4% +$26.2K 0.19% 90
2022
Q1 		$691K Buy
3,366
+530
+19% +$108K 0.2% 84
2021
Q4 		$631K Sell
2,836
-61
-2% -$13.8K 0.18% 92
2021
Q3 		$634K Buy
2,897
+64
+2% +$14.2K 0.21% 87
2021
Q2 		$650K Buy
2,833
+187
+7% +$42K 0.22% 85
2021
Q1 		$585K Buy
+2,646
New +$578K 0.23% 71

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 $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Fort Sheridan Advisors's IWM Position: Q1 2026 in Review

Fort Sheridan Advisors increased its iShares Russell 2000 ETF (IWM) stake by 5.2% in Q1 2026, buying an estimated $56.2K and bringing the position to 4,395 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #115.

Fort Sheridan Advisors first reported a position in IWM in Q1 2021 and has held it in 21 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Fort Sheridan Advisors held 4,395 shares of iShares Russell 2000 ETF worth $1.09M as of Q1 2026.
  • Fort Sheridan Advisors bought 218 iShares Russell 2000 ETF shares in Q1 2026, an estimated $56.2K.
  • iShares Russell 2000 ETF made up 0.13% of Fort Sheridan Advisors's portfolio in Q1 2026, its #115 holding.
  • Fort Sheridan Advisors first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.