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 Q2	–	Sell	-11,800	Closed	-$2.93M	–	285
2026 Q1	$2.93M	Buy	+11,800	New	+$3.04M	0.95%	13
2023 Q3	–	Sell	-300	Closed	-$56.2K	–	167
2023 Q2	$56.2K	Buy	+300	New	+$53.5K	0.03%	160
2022 Q3	–	Sell	-500	Closed	-$11K	–	324
2022 Q2	$11K	Hold	500	–	–	﹤0.01%	521
2022 Q1	$5K	Buy	+500	New	+$102K	﹤0.01%	214

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

Advisor Resource Council's IWM Position: Q2 2026 in Review

Advisor Resource Council reduced its iShares Russell 2000 ETF (IWM) stake by 0.55% in Q2 2026, selling an estimated $16.3K and leaving 10,449 shares worth $3.13M. The position accounts for 0.88% of the portfolio, ranked #14.

Advisor Resource Council first reported a position in IWM in Q2 2021 and has held it in 20 quarters since. The position peaked at $9.22M in Q4 2023. 2,729 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Advisor Resource Council held 10,449 shares of iShares Russell 2000 ETF worth $3.13M as of Q2 2026.
Advisor Resource Council sold 58 iShares Russell 2000 ETF shares in Q2 2026, an estimated $16.3K.
iShares Russell 2000 ETF made up 0.88% of Advisor Resource Council's portfolio in Q2 2026, its #14 holding.
Advisor Resource Council first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 20 quarters since.
Advisor Resource Council's iShares Russell 2000 ETF position peaked at $9.22M in Q4 2023.
2,729 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.