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Forteris Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Forteris Wealth 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 		$2.11M Buy
7,009
+165
+2% +$46.4K 1.72% 21
2026
Q1 		$1.7M Sell
6,844
-150
-2% -$38.7K 1.62% 22
2025
Q4 		$1.72M Buy
+6,994
New +$1.72M 1.69% 21

Other funds holding IWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Forteris Wealth Management's IWM Position: Q2 2026 in Review

Forteris Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q2 2026, buying an estimated $46.4K and bringing the position to 7,009 shares worth $2.11M. The position accounts for 1.72% of the portfolio, ranked #21.

Forteris Wealth Management first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 1,827 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Forteris Wealth Management held 7,009 shares of iShares Russell 2000 ETF worth $2.11M as of Q2 2026.
  • Forteris Wealth Management bought 165 iShares Russell 2000 ETF shares in Q2 2026, an estimated $46.4K.
  • iShares Russell 2000 ETF made up 1.72% of Forteris Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Forteris Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,827 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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