FFG
IWM icon

Fortem Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Fortem Financial Group’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 		$1.07M Buy
3,569
+59
+2% +$16.6K 0.22% 83
2026
Q1 		$870K Buy
+3,510
New +$905K 0.22% 90
2021
Q1 		– Sell
-393
Closed -$77K – 304
2020
Q4 		$77K Buy
+393
New +$68.8K 0.05% 197

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Fortem Financial Group's IWM Position: Q2 2026 in Review

Fortem Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2026, buying an estimated $16.6K and bringing the position to 3,569 shares worth $1.07M. The position accounts for 0.22% of the portfolio, ranked #83.

Fortem Financial Group first reported a position in IWM in Q4 2020 and has held it in 3 quarters since. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Fortem Financial Group held 3,569 shares of iShares Russell 2000 ETF worth $1.07M as of Q2 2026.
  • Fortem Financial Group bought 59 iShares Russell 2000 ETF shares in Q2 2026, an estimated $16.6K.
  • iShares Russell 2000 ETF made up 0.22% of Fortem Financial Group's portfolio in Q2 2026, its #83 holding.
  • Fortem Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.