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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
Q2 		$1.32M Hold
4,395
– – 0.14% 111
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fort Sheridan Advisors's IWM Position: Q2 2026 in Review

Fort Sheridan Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 4,395 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #111.

Fort Sheridan Advisors first reported a position in IWM in Q1 2021 and has held it in 22 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Fort Sheridan Advisors held 4,395 shares of iShares Russell 2000 ETF worth $1.32M as of Q2 2026.
  • Fort Sheridan Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.14% of Fort Sheridan Advisors's portfolio in Q2 2026, its #111 holding.
  • Fort Sheridan Advisors first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.