iShares Trust - iShares Russell 2000 ETF
US ˙ ARCA ˙ US4642876555

SecurityIWM / iShares Trust - iShares Russell 2000 ETF
InstitutionFDx Advisors, Inc.
Latest Disclosed Ownership3,839 shares
Latest Disclosed Value $ 952
FDx Advisors, Inc. reports 3.23% decrease in ownership of IWM / iShares Trust - iShares Russell 2000 ETF

On May 1, 2026 - FDx Advisors, Inc. filed a 13F-HR form disclosing ownership of 3,839 shares of iShares Trust - iShares Russell 2000 ETF (US:IWM) valued at $952,072 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 3,967 shares of iShares Trust - iShares Russell 2000 ETF. The current value of the position is $1,104,365 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 3,839 -128 -3.23 1 0.3039
2026-02-10 2025-12-31 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 3,967 -10 -0.25 1 0.4983
2025-11-04 2025-09-30 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 3,977 -422 -9.59 1 0.2933
2025-08-07 2025-06-30 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 4,399 204 4.86 1 0.2900
2025-05-01 2025-03-31 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 4,195 -134 -3.10 1 0.2722
2025-02-03 2024-12-31 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 4,329 690 18.96 1 0.2799
2024-11-04 2024-09-30 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 3,639 -150 -3.96 1 0.2191
2024-08-02 2024-06-30 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 3,789 -48 -1.25 1 0.2126
2024-05-03 2024-03-31 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 3,837 -1,018 -20.97 1 0.1225
2024-02-13 2023-12-31 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 4,855 1,421 41.38 1 0.0753
2023-11-02 2023-09-30 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 3,434 -9,660 -73.77 1 -100.00 0.0504
2023-07-17 2023-06-30 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 13,094 21 0.16 2 0.00 0.1345
2023-05-22 2023-03-31 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 13,073 0 0.00 2 0.00 0.0991
2023-02-10 2022-12-31 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 13,073 347 2.73 2 -99.90 0.0991
2022-11-10 2022-09-30 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 12,726 -30,065 -70.26 2,099 -71.04 0.0941
2022-08-03 2022-06-30 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 42,791 -4,937 -10.34 7,247 -26.03 0.2721
2022-05-03 2022-03-31 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 47,728 -30,314 -38.84 9,797 -43.57 0.3319
2022-02-01 2021-12-31 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 78,042 36,838 89.40 17,360 92.61 0.4801
2021-10-08 2021-09-30 13F ETF ISHARES TR RUSSELL 2000 ETF 464287655 41,204 -1,848 -4.29 9,013 -8.73 0.2872
2021-08-05 2021-06-30 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 43,052 -4,363 -9.20 9,875 -5.74 0.3280
2021-04-14 2021-03-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF ETF 464287655 47,415 -2,971 -5.90 10,476 6.04 0.3952
2021-04-13 2021-03-31 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 10,476 -39,910 47,415 202,179.5566
2021-02-08 2020-12-31 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 50,386 -3,342 -6.22 9,879 22.75 0.4073
2020-11-12 2020-09-30 13F ISHARES TR RUSSELL 3000 ETF ETF 464287655 53,728 -2,916 -5.15 8,048 -0.76 0.3768
2020-07-22 2020-06-30 13F ISHARES TR RUSSELL 2000 ETF ETF 464287655 56,644 -1,294 -2.23 8,110 22.29 0.4249
2020-05-22 2020-03-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF ETP 464287655 57,938 -4,725 -7.54 6,632 -36.11 0.4313
2020-05-13 2020-03-31 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 118,441 55,778 901 53,261.6400
2020-02-12 2019-12-31 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 62,663 -3,986 -5.98 10,381 2.91 0.5734
2019-11-07 2019-09-30 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 66,649 -4,033 -5.71 10,087 -8.22 0.6981
2019-07-19 2019-06-30 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 70,682 794 1.14 10,991 2.73 0.4307
2019-05-14 2019-03-31 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 69,888 -4,294 -5.79 10,699 7.71 0.4339
2019-04-29 2018-12-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF ETP 464287655 74,182 -2,935 -3.81 9,933 -23.58 0.8163
2019-02-07 2018-12-31 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 88,546 11,429 11,856 267,272.7494
2018-11-13 2018-09-30 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 77,117 -13,838 -15.21 12,998 -12.74 0.4828
2018-08-08 2018-06-30 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 90,955 -4,182 -4.40 14,896 3.12 0.5382
2018-05-02 2018-03-31 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 95,137 -11,484 -10.77 14,445 -11.14 0.4309
2018-02-09 2017-12-31 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 106,621 -6,751 -5.95 16,255 -3.24 0.4420
2017-11-03 2017-09-30 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 113,372 3,592 3.27 16,799 8.59 0.4611
2017-08-11 2017-06-30 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 109,780 -16,301 -12.93 15,470 -10.75 0.4582
2017-05-15 2017-03-31 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 126,081 -5,359 -4.08 17,334 -2.21 0.5301
2017-02-14 2016-12-31 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 131,440 34,221 35.20 17,725 46.79 0.5097
2016-11-14 2016-09-30 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 97,219 16,676 20.70 12,075 30.39 0.5021
2016-08-15 2016-06-30 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 80,543 -15,712 -16.32 9,261 -13.03 0.4187
2016-05-17 2016-03-31 13F ISHARES TR RUSSELL 2000 ETF ETP 464287655 96,255 -6,043 -5.91 10,649 -7.57 0.4862
2016-02-17 2015-12-31 13F ISHARES RUSSELL 2000 ETF ETP 464287655 102,298 92,081 901.25 11,521 933.27 0.5230
2015-11-16 2015-09-30 13F ISHARES RUSSELL 2000 ETF ETP 464287655 10,217 -86,700 -89.46 1,116 -90.79 0.0959
2015-08-14 2015-06-30 13F ISHARES RUSSELL 2000 ETF ETP 464287655 96,917 10,217 11.78 12,101 12.18 0.6005
2015-05-18 2015-03-31 13F/A-1 ISHARES RUSSELL 2000 ETF ETP 464287655 86,700 20,932 31.83 10,787 37.12 0.2381
2015-05-15 2015-03-31 13F ISHARES RUSSELL 2000 ETF ETP 464287655 107,873 867
2015-02-17 2014-12-31 13F ISHARES RUSSELL 2000 ETF ETP 464287655 65,768 17,134 35.23 7,867 47.93 0.4791
2014-11-17 2014-09-30 13F ISHARES RUSSELL 2000 ETF ETP 464287655 48,634 12,337 33.99 5,318 23.33 0.3449
2014-08-15 2014-06-30 13F ISHARES RUSSELL 2000 ETF ETP 464287655 36,297 12,336 51.48 4,312 54.66 0.2824
2014-05-15 2014-03-31 13F ISHARES RUSSELL 2000 ETF ETF 464287655 23,961 11,153 87.08 2,788 88.63 0.2327
2014-02-14 2013-12-31 13F ISHARES RUSSELL 2000 ETF ETF 464287655 12,808 10,012 358.08 1,478 395.97 0.1473
2013-11-13 2013-09-30 13F ISHARES RUSSELL 2000 ETF Common 464287655 2,796 2,796 298 0.0352
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.