Fortitude Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Fortitude Advisory 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
2025 Q1	–	Sell	-1,445	Closed	-$319K	–	213
2024 Q4	$319K	Hold	1,445	–	–	0.19%	117
2024 Q3	$319K	Sell	1,445 -30	-2%	-$6.42K	0.2%	119
2024 Q2	$299K	Sell	1,475 -5	-0.3%	-$1.01K	0.18%	119
2024 Q1	$311K	Sell	1,480 -1	-0.1%	-$199	0.18%	127
2023 Q4	$297K	Buy	+1,481	New	+$265K	0.18%	132
2022 Q2	–	Sell	-873	Closed	-$179K	–	732
2022 Q1	$179K	Buy	873 +114	+15%	+$23.3K	0.1%	219
2021 Q4	$169K	Buy	+759	New	+$172K	0.09%	231

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortitude Advisory Group's IWM Position: Q1 2025 in Review

Fortitude Advisory Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 1,445 shares — an estimated $319K sold.

Fortitude Advisory Group first reported a position in IWM in Q4 2021 and held it in 7 quarters. The position peaked at $319K in Q4 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Fortitude Advisory Group reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Fortitude Advisory Group sold 1,445 iShares Russell 2000 ETF shares in Q1 2025, an estimated $319K.
Fortitude Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 7 quarters.
Fortitude Advisory Group's iShares Russell 2000 ETF position peaked at $319K in Q4 2024.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Fortitude Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.