Fortress Private Ledger
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Fortress Private Ledger’s iShares Russell 2000 ETF IWM Stock Holding History

Fortress Private Ledger’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 		– Sell
-688
Closed -$207K – 288
2026
Q2 		$207K Buy
+688
New +$193K 0.06% 266
2025
Q2 		– Sell
-1,594
Closed -$318K – 191
2025
Q1 		$318K Sell
1,594
-1,262
-44% -$274K 0.18% 114
2024
Q4 		$631K Buy
+2,856
New +$651K 0.39% 57

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Fortress Private Ledger's IWM Position: Q3 2026 in Review

Fortress Private Ledger sold out of iShares Russell 2000 ETF (IWM) in Q3 2026, closing a stake of 688 shares — an estimated $207K sold.

Fortress Private Ledger first reported a position in IWM in Q4 2024 and held it in 3 quarters. The position peaked at $631K in Q4 2024. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Fortress Private Ledger reported no remaining iShares Russell 2000 ETF position as of Q3 2026 after selling out during the quarter.
  • Fortress Private Ledger sold 688 iShares Russell 2000 ETF shares in Q3 2026, an estimated $207K.
  • Fortress Private Ledger first reported a position in iShares Russell 2000 ETF in Q4 2024 and held it in 3 quarters.
  • Fortress Private Ledger's iShares Russell 2000 ETF position peaked at $631K in Q4 2024.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Fortress Private Ledger's 13F filing for Q3 2026, filed 13 Nov 2026.