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Forte Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Forte Capital’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
2025
Q2 		$533K Hold
2,468
– – 0.06% 166
2025
Q1 		$492K Sell
2,468
-49
-2% -$10.6K 0.06% 172
2024
Q4 		$556K Sell
2,517
-71
-3% -$16.2K 0.06% 159
2024
Q3 		$572K Buy
2,588
+87
+3% +$18.6K 0.06% 158
2024
Q2 		$507K Sell
2,501
-166
-6% -$33.5K 0.06% 154
2024
Q1 		$561K Sell
2,667
-9
-0.3% -$1.79K 0.07% 149
2023
Q4 		$537K Sell
2,676
-156
-6% -$27.9K 0.07% 138
2023
Q3 		$501K Buy
2,832
+365
+15% +$68.5K 0.08% 134
2023
Q2 		$462K Sell
2,467
-179
-7% -$31.9K 0.07% 145
2023
Q1 		$472K Hold
2,646
– – 0.07% 140
2022
Q4 		$461K Sell
2,646
-76
-3% -$13.5K 0.08% 136
2022
Q3 		$449K Buy
2,722
+9
+0.3% +$1.64K 0.08% 129
2022
Q2 		$459K Hold
2,713
– – 0.08% 131
2022
Q1 		$603K Hold
2,713
– – 0.08% 141
2021
Q4 		$603K Hold
2,713
– – 0.08% 141
2021
Q3 		$593K Hold
2,713
– – 0.08% 139
2021
Q2 		$622K Buy
2,713
+1
+0% +$225 0.08% 131
2021
Q1 		$599K Hold
2,712
– – 0.09% 127
2020
Q4 		$532K Hold
2,712
– – 0.08% 131
2020
Q3 		$406K Sell
2,712
-131
-5% -$19.7K 0.07% 137
2020
Q2 		$407K Buy
+2,843
New +$373K 0.09% 128

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Forte Capital's IWM Position: Q2 2025 in Review

Forte Capital held its iShares Russell 2000 ETF (IWM) position steady in Q2 2025 at 2,468 shares worth $533K. The position accounts for 0.06% of the portfolio, ranked #166.

Forte Capital first reported a position in IWM in Q2 2020 and has held it in 21 quarters since. The position peaked at $622K in Q2 2021. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Forte Capital held 2,468 shares of iShares Russell 2000 ETF worth $533K as of Q2 2025.
  • Forte Capital left its iShares Russell 2000 ETF share count unchanged in Q2 2025.
  • iShares Russell 2000 ETF made up 0.06% of Forte Capital's portfolio in Q2 2025, its #166 holding.
  • Forte Capital first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 21 quarters since.
  • Forte Capital's iShares Russell 2000 ETF position peaked at $622K in Q2 2021.
  • 2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.