Forteris Wealth Management
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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
Q3 		$2M Buy
7,209
+200
+3% +$58.7K 1.66% 23
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Forteris Wealth Management's IWM Position: Q3 2026 in Review

Forteris Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 2.9% in Q3 2026, buying an estimated $58.7K and bringing the position to 7,209 shares worth $2M. The position accounts for 1.66% of the portfolio, ranked #23.

Forteris Wealth Management first reported a position in IWM in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.11M in Q2 2026. 1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Forteris Wealth Management held 7,209 shares of iShares Russell 2000 ETF worth $2M as of Q3 2026.
  • Forteris Wealth Management bought 200 iShares Russell 2000 ETF shares in Q3 2026, an estimated $58.7K.
  • iShares Russell 2000 ETF made up 1.66% of Forteris Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Forteris Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 4 quarters since.
  • Forteris Wealth Management's iShares Russell 2000 ETF position peaked at $2.11M in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.