Advisory Resource Group’s iShares Russell 2000 ETF IWM Stock Holding History

Advisory Resource 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
2023 Q1	–	Sell	-2,899	Closed	-$505K	–	154
2022 Q4	$505K	Buy	2,899 +134	+5%	+$23.8K	0.15%	104
2022 Q3	$456K	Buy	+2,765	New	+$504K	0.15%	81
2020 Q4	–	Sell	-7,591	Closed	-$1.14M	–	106
2020 Q3	$1.14M	Buy	7,591 +3,342	+79%	+$503K	0.67%	39
2020 Q2	$608K	Sell	4,249 -7,568	-64%	-$993K	0.37%	45
2020 Q1	$1.35M	Buy	+11,817	New	+$1.76M	1.03%	17

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Advisory Resource Group's IWM Position: Q1 2023 in Review

Advisory Resource Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 2,899 shares — an estimated $505K sold.

Advisory Resource Group first reported a position in IWM in Q1 2020 and held it in 5 quarters. The position peaked at $1.35M in Q1 2020. 1,903 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

Advisory Resource Group reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
Advisory Resource Group sold 2,899 iShares Russell 2000 ETF shares in Q1 2023, an estimated $505K.
Advisory Resource Group first reported a position in iShares Russell 2000 ETF in Q1 2020 and held it in 5 quarters.
Advisory Resource Group's iShares Russell 2000 ETF position peaked at $1.35M in Q1 2020.
1,903 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Advisory Resource Group's 13F filing for Q1 2023, filed 15 May 2023.