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

Fortis Group 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 Q2	$2.8M	Sell	9,333 -1,037	-10%	-$291K	0.45%	62
2026 Q1	$2.88M	Sell	10,370 -7,098	-41%	-$1.83M	0.48%	58
2025 Q4	$4.54M	Sell	17,468 -14,311	-45%	-$3.52M	0.76%	29
2025 Q3	$7.82M	Buy	31,779 +6,330	+25%	+$1.45M	1.35%	15
2025 Q2	$5.58M	Buy	25,449 +14,391	+130%	+$2.9M	1.01%	22
2025 Q1	$2.21M	Sell	11,058 -4,794	-30%	-$1.04M	0.43%	67
2024 Q4	$3.5M	Buy	15,852 +8,780	+124%	+$2M	0.65%	47
2024 Q3	$1.56M	Buy	7,072 +1,239	+21%	+$265K	0.29%	74
2024 Q2	$1.18M	Sell	5,833 -1,361	-19%	-$275K	0.24%	73
2024 Q1	$1.51M	Buy	7,194 +4,629	+180%	+$923K	0.28%	74
2023 Q4	$458K	Hold	2,565	–	–	0.11%	78
2023 Q3	$458K	Sell	2,565 -23,027	-90%	-$4.32M	0.14%	73
2023 Q2	$4.79M	Buy	25,592 +23,058	+910%	+$4.11M	1.27%	24
2023 Q1	$444K	Buy	+2,534	New	+$467K	0.13%	75
2020 Q3	$951K	Buy	+6,351	New	+$955K	0.18%	61

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fortis Group Advisors's IWM Position: Q2 2026 in Review

Fortis Group Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 10% in Q2 2026, selling an estimated $291K and leaving 9,333 shares worth $2.8M. The position accounts for 0.45% of the portfolio, ranked #62.

Fortis Group Advisors first reported a position in IWM in Q3 2020 and has held it in 15 quarters since. The position peaked at $7.82M in Q3 2025. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Fortis Group Advisors held 9,333 shares of iShares Russell 2000 ETF worth $2.8M as of Q2 2026.
Fortis Group Advisors sold 1,037 iShares Russell 2000 ETF shares in Q2 2026, an estimated $291K.
iShares Russell 2000 ETF made up 0.45% of Fortis Group Advisors's portfolio in Q2 2026, its #62 holding.
Fortis Group Advisors first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's iShares Russell 2000 ETF position peaked at $7.82M in Q3 2025.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.