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 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

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

Fortress Private Ledger's IWM Position: Q2 2026 in Review

Fortress Private Ledger opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 688 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #266 among its holdings. This is a return to the name: Fortress Private Ledger previously reported a position in IWM as recently as Q1 2025.

Fortress Private Ledger first reported a position in IWM in Q4 2024 and has held it in 3 quarters since. The position peaked at $631K in Q4 2024. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Fortress Private Ledger held 688 shares of iShares Russell 2000 ETF worth $207K as of Q2 2026.
iShares Russell 2000 ETF was a new Fortress Private Ledger position in Q2 2026.
iShares Russell 2000 ETF made up 0.06% of Fortress Private Ledger's portfolio in Q2 2026, its #266 holding.
Fortress Private Ledger first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 3 quarters since.
Fortress Private Ledger's iShares Russell 2000 ETF position peaked at $631K in Q4 2024.
2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.