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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Forte Asset Management's IWM Position: Q1 2026 in Review

Forte Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 6% in Q1 2026, buying an estimated $158K and bringing the position to 10,865 shares worth $2.69M. The position accounts for 1.18% of the portfolio, ranked #32.

Forte Asset Management first reported a position in IWM in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.72M in Q2 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Forte Asset Management held 10,865 shares of iShares Russell 2000 ETF worth $2.69M as of Q1 2026.
Forte Asset Management bought 614 iShares Russell 2000 ETF shares in Q1 2026, an estimated $158K.
iShares Russell 2000 ETF made up 1.18% of Forte Asset Management's portfolio in Q1 2026, its #32 holding.
Forte Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 16 quarters since.
Forte Asset Management's iShares Russell 2000 ETF position peaked at $4.72M in Q2 2022.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.