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Advisor Resource Council’s iShares Russell 2000 ETF IWM Stock Holding History

Advisor Resource Council’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
Q1 		$2.61M Sell
10,507
-668
-6% -$172K 0.84% 15
2025
Q4 		$2.86M Buy
11,175
+6,886
+161% +$1.69M 1.02% 16
2025
Q3 		$1.04M Sell
4,289
-11,950
-74% -$2.74M 1.4% 14
2025
Q2 		$3.5M Sell
16,239
-4,722
-23% -$950K 1.37% 10
2025
Q1 		$1.8M Buy
20,961
+11,548
+123% +$2.51M 0.15% 166
2024
Q4 		$2.08M Sell
9,413
-15,887
-63% -$3.62M 1.49% 10
2024
Q3 		$5.59M Buy
25,300
+5,351
+27% +$1.15M 2.52% 5
2024
Q2 		$860K Sell
19,949
-6,775
-25% -$1.37M 1.57% 11
2024
Q1 		$5.4M Sell
26,724
-19,224
-42% -$3.83M 2.28% 6
2023
Q4 		$9.22M Buy
45,948
+29,660
+182% +$5.31M 1.07% 17
2023
Q3 		$2.88M Sell
16,288
-3,208
-16% -$602K 1.49% 12
2023
Q2 		$3.65M Buy
19,496
+3,645
+23% +$650K 1.64% 10
2023
Q1 		$2.81M Buy
15,851
+6,961
+78% +$1.28M 0.71% 27
2022
Q4 		$1.55M Buy
+8,890
New +$1.58M 0.75% 19
2022
Q3 		– Sell
-7,548
Closed -$1.28M – 323
2022
Q2 		$1.28M Buy
7,548
+4,739
+169% +$874K 0.12% 170
2022
Q1 		$577K Sell
2,809
-6,433
-70% -$1.31M 0.17% 126
2021
Q4 		$2.05M Buy
9,242
+5,227
+130% +$1.18M 0.16% 131
2021
Q3 		$880K Sell
4,015
-450
-10% -$99.8K 0.27% 97
2021
Q2 		$1.02M Buy
+4,465
New +$1M 0.11% 203

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Advisor Resource Council's IWM Position: Q1 2026 in Review

Advisor Resource Council reduced its iShares Russell 2000 ETF (IWM) stake by 6% in Q1 2026, selling an estimated $172K and leaving 10,507 shares worth $2.61M. The position accounts for 0.84% of the portfolio, ranked #15.

Advisor Resource Council first reported a position in IWM in Q2 2021 and has held it in 19 quarters since. The position peaked at $9.22M in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Advisor Resource Council held 10,507 shares of iShares Russell 2000 ETF worth $2.61M as of Q1 2026.
  • Advisor Resource Council sold 668 iShares Russell 2000 ETF shares in Q1 2026, an estimated $172K.
  • iShares Russell 2000 ETF made up 0.84% of Advisor Resource Council's portfolio in Q1 2026, its #15 holding.
  • Advisor Resource Council first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 19 quarters since.
  • Advisor Resource Council's iShares Russell 2000 ETF position peaked at $9.22M in Q4 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.