Forte Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Forte Asset Management’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 Q3	$3M	Sell	10,788 -147	-1%	-$43.2K	1.21%	35
2026 Q2	$3.29M	Buy	10,935 +70	+0.6%	+$19.7K	1.34%	32
2026 Q1	$2.69M	Buy	10,865 +614	+6%	+$158K	1.18%	32
2025 Q4	$2.52M	Buy	10,251 +871	+9%	+$214K	1.15%	32
2025 Q3	$2.27M	Sell	9,380 -1,750	-16%	-$402K	1.09%	32
2025 Q2	$2.4M	Sell	11,130 -3,164	-22%	-$637K	1.22%	30
2025 Q1	$2.85M	Buy	14,294 +2,993	+26%	+$649K	1.44%	27
2024 Q4	$2.5M	Sell	11,301 -2,793	-20%	-$637K	1.33%	27
2024 Q3	$3.11M	Buy	14,094 +91	+0.6%	+$19.5K	1.66%	22
2024 Q2	$2.84M	Sell	14,003 -5,203	-27%	-$1.05M	1.68%	24
2024 Q1	$4.04M	Buy	19,206 +606	+3%	+$121K	2.45%	17
2023 Q4	$3.73M	Buy	18,600 +13,754	+284%	+$2.46M	2.55%	15
2023 Q3	$860K	Sell	4,846 -351	-7%	-$65.9K	0.58%	36
2023 Q2	$973K	Sell	5,197 -731	-12%	-$130K	0.63%	36
2023 Q1	$1.06M	Sell	5,928 -17,921	-75%	-$3.3M	0.7%	36
2022 Q4	$4.16M	Sell	23,849 -2,429	-9%	-$432K	2.71%	12
2022 Q3	$4.33M	Sell	26,278 -1,573	-6%	-$287K	2.87%	12
2022 Q2	$4.72M	Buy	+27,851	New	+$5.13M	3.26%	11

Other funds holding IWM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Forte Asset Management's IWM Position: Q3 2026 in Review

Forte Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q3 2026, selling an estimated $43.2K and leaving 10,788 shares worth $3M. The position accounts for 1.21% of the portfolio, ranked #35.

Forte Asset Management first reported a position in IWM in Q2 2022 and has held it in 18 quarters since. The position peaked at $4.72M in Q2 2022. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Forte Asset Management held 10,788 shares of iShares Russell 2000 ETF worth $3M as of Q3 2026.
Forte Asset Management sold 147 iShares Russell 2000 ETF shares in Q3 2026, an estimated $43.2K.
iShares Russell 2000 ETF made up 1.21% of Forte Asset Management's portfolio in Q3 2026, its #35 holding.
Forte Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 18 quarters since.
Forte Asset Management's iShares Russell 2000 ETF position peaked at $4.72M in Q2 2022.
2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Forte Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.