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Fortis Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Fortis Capital Advisors’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 		$397K Buy
1,599
+148
+10% +$38.2K 0.05% 263
2025
Q4 		$357K Buy
1,451
+2
+0.1% +$492 0.05% 229
2025
Q3 		$351K Buy
1,449
+227
+19% +$52.1K 0.06% 209
2025
Q2 		$264K Buy
1,222
+41
+3% +$8.25K 0.05% 211
2025
Q1 		$236K Sell
1,181
-8,422
-88% -$1.83M 0.05% 227
2024
Q4 		$2.11M Buy
9,603
+181
+2% +$41.3K 0.72% 19
2024
Q3 		$2.08M Buy
9,422
+7,140
+313% +$1.53M 0.7% 21
2024
Q2 		$463K Sell
2,282
-7,518
-77% -$1.52M 0.17% 106
2024
Q1 		$2.06M Buy
9,800
+840
+9% +$168K 0.87% 21
2023
Q4 		$1.8M Buy
8,960
+6,923
+340% +$1.24M 0.96% 21
2023
Q3 		$360K Sell
2,037
-5
-0.2% -$939 0.23% 63
2023
Q2 		$382K Buy
2,042
+42
+2% +$7.49K 0.22% 61
2023
Q1 		$357K Sell
2,000
-275
-12% -$50.6K 0.19% 71
2022
Q4 		$397K Buy
+2,275
New +$405K 0.24% 64

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Fortis Capital Advisors's IWM Position: Q1 2026 in Review

Fortis Capital Advisors increased its iShares Russell 2000 ETF (IWM) stake by 10% in Q1 2026, buying an estimated $38.2K and bringing the position to 1,599 shares worth $397K. The position accounts for 0.05% of the portfolio, ranked #263.

Fortis Capital Advisors first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.11M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Fortis Capital Advisors held 1,599 shares of iShares Russell 2000 ETF worth $397K as of Q1 2026.
  • Fortis Capital Advisors bought 148 iShares Russell 2000 ETF shares in Q1 2026, an estimated $38.2K.
  • iShares Russell 2000 ETF made up 0.05% of Fortis Capital Advisors's portfolio in Q1 2026, its #263 holding.
  • Fortis Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Fortis Capital Advisors's iShares Russell 2000 ETF position peaked at $2.11M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.