Forum Private Client Group’s iShares Russell 2000 ETF IWM Stock Holding History

Forum Private Client 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
2026 Q2	$313K	Sell	1,042 -80	-7%	-$22.5K	0.09%	65
2026 Q1	$278K	Buy	1,122 +6	+0.5%	+$1.55K	0.09%	68
2025 Q4	$275K	Sell	1,116 -12	-1%	-$2.95K	0.09%	67
2025 Q3	$273K	Sell	1,128 -42	-4%	-$9.64K	0.1%	72
2025 Q2	$252K	Sell	1,170 -1	-0.1%	-$201	0.1%	70
2025 Q1	$234K	Sell	1,171 -19	-2%	-$4.12K	0.1%	70
2024 Q4	$263K	Sell	1,190 -174	-13%	-$39.7K	0.12%	66
2024 Q3	$301K	Sell	1,364 -397	-23%	-$85K	0.13%	60
2024 Q2	$357K	Sell	1,761 -339	-16%	-$68.5K	0.17%	52
2024 Q1	$442K	Sell	2,100 -205	-9%	-$40.9K	0.21%	49
2023 Q4	$463K	Buy	+2,305	New	+$413K	0.24%	45
2023 Q3	–	Sell	-2,656	Closed	-$497K	–	37
2023 Q2	$497K	Sell	2,656 -190	-7%	-$33.9K	0.28%	45
2023 Q1	$508K	Sell	2,846 -21	-0.7%	-$3.87K	0.32%	45
2022 Q4	$500K	Buy	2,867 +59	+2%	+$10.5K	0.35%	42
2022 Q3	$463K	Hold	2,808	–	–	0.35%	43
2022 Q2	$476K	Buy	2,808 +921	+49%	+$170K	0.35%	43
2022 Q1	$387K	Buy	+1,887	New	+$385K	0.3%	47

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

Forum Private Client Group's IWM Position: Q2 2026 in Review

Forum Private Client Group reduced its iShares Russell 2000 ETF (IWM) stake by 7.1% in Q2 2026, selling an estimated $22.5K and leaving 1,042 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #65.

Forum Private Client Group first reported a position in IWM in Q1 2022 and has held it in 17 quarters since. The position peaked at $508K in Q1 2023. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Forum Private Client Group held 1,042 shares of iShares Russell 2000 ETF worth $313K as of Q2 2026.
Forum Private Client Group sold 80 iShares Russell 2000 ETF shares in Q2 2026, an estimated $22.5K.
iShares Russell 2000 ETF made up 0.09% of Forum Private Client Group's portfolio in Q2 2026, its #65 holding.
Forum Private Client Group first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 17 quarters since.
Forum Private Client Group's iShares Russell 2000 ETF position peaked at $508K in Q1 2023.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.