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Forza Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Forza Wealth 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 		$899K Hold
2,992
– – 0.28% 81
2026
Q1 		$742K Buy
2,992
+260
+10% +$67.1K 0.26% 91
2025
Q4 		$673K Hold
2,732
– – 0.24% 93
2025
Q3 		$661K Hold
2,732
– – 0.25% 95
2025
Q2 		$590K Hold
2,732
– – 0.24% 103
2025
Q1 		$545K Hold
2,732
– – 0.25% 104
2024
Q4 		$604K Hold
2,732
– – 0.28% 92
2024
Q3 		$603K Hold
2,732
– – 0.28% 99
2024
Q2 		$554K Hold
2,732
– – 0.29% 95
2024
Q1 		$575K Hold
2,732
– – 0.3% 91
2023
Q4 		$548K Buy
2,732
+1,440
+111% +$258K 0.3% 92
2023
Q3 		$228K Hold
1,292
– – 0.12% 169
2023
Q2 		$242K Buy
1,292
+27
+2% +$4.81K 0.12% 165
2023
Q1 		$226K Buy
+1,265
New +$233K 0.12% 165

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

Forza Wealth Management's IWM Position: Q2 2026 in Review

Forza Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,992 shares worth $899K. The position accounts for 0.28% of the portfolio, ranked #81.

Forza Wealth Management first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Forza Wealth Management held 2,992 shares of iShares Russell 2000 ETF worth $899K as of Q2 2026.
  • Forza Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.28% of Forza Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Forza Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.