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Forum Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History

Forum Financial Management’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 		$927K Sell
3,084
-171
-5% -$48.1K 0.01% 140
2026
Q1 		$807K Sell
3,255
-142
-4% -$36.6K 0.01% 143
2025
Q4 		$836K Buy
3,397
+148
+5% +$36.4K 0.01% 297
2025
Q3 		$786K Sell
3,249
-379
-10% -$87K 0.01% 297
2025
Q2 		$783K Buy
3,628
+11
+0.3% +$2.21K 0.01% 263
2025
Q1 		$721K Sell
3,617
-30
-0.8% -$6.51K 0.01% 263
2024
Q4 		$806K Buy
3,647
+437
+14% +$99.6K 0.01% 243
2024
Q3 		$709K Buy
3,210
+293
+10% +$62.7K 0.01% 242
2024
Q2 		$592K Buy
2,917
+4
+0.1% +$808 0.01% 264
2024
Q1 		$613K Buy
2,913
+78
+3% +$15.6K 0.01% 270
2023
Q4 		$569K Sell
2,835
-839
-23% -$150K 0.01% 259
2023
Q3 		$649K Buy
3,674
+558
+18% +$105K 0.01% 222
2023
Q2 		$584K Buy
3,116
+205
+7% +$36.5K 0.01% 260
2023
Q1 		$519K Buy
2,911
+207
+8% +$38.1K 0.02% 257
2022
Q4 		$471K Buy
2,704
+100
+4% +$17.8K 0.02% 262
2022
Q3 		$429K Buy
2,604
+34
+1% +$6.2K 0.02% 254
2022
Q2 		$435K Buy
2,570
+216
+9% +$39.8K 0.02% 258
2022
Q1 		$483K Sell
2,354
-7
-0.3% -$1.43K 0.02% 246
2021
Q4 		$525K Buy
+2,361
New +$533K 0.03% 230

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Forum Financial Management's IWM Position: Q2 2026 in Review

Forum Financial Management reduced its iShares Russell 2000 ETF (IWM) stake by 5.3% in Q2 2026, selling an estimated $48.1K and leaving 3,084 shares worth $927K. The position accounts for 0.01% of the portfolio, ranked #140.

Forum Financial Management first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Forum Financial Management held 3,084 shares of iShares Russell 2000 ETF worth $927K as of Q2 2026.
  • Forum Financial Management sold 171 iShares Russell 2000 ETF shares in Q2 2026, an estimated $48.1K.
  • iShares Russell 2000 ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #140 holding.
  • Forum Financial Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.