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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Forte Asset Management's IWM Position: Q2 2026 in Review

Forte Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 0.64% in Q2 2026, buying an estimated $19.7K and bringing the position to 10,935 shares worth $3.29M. The position accounts for 1.34% of the portfolio, ranked #32.

Forte Asset Management first reported a position in IWM in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.72M in Q2 2022. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Forte Asset Management held 10,935 shares of iShares Russell 2000 ETF worth $3.29M as of Q2 2026.
Forte Asset Management bought 70 iShares Russell 2000 ETF shares in Q2 2026, an estimated $19.7K.
iShares Russell 2000 ETF made up 1.34% of Forte Asset Management's portfolio in Q2 2026, its #32 holding.
Forte Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 17 quarters since.
Forte Asset Management's iShares Russell 2000 ETF position peaked at $4.72M in Q2 2022.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.