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Archer Investment Corporation’s iShares Russell 2000 ETF IWM Stock Holding History

Archer Investment Corporation’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 		$3.15M Sell
12,720
-1,044
-8% -$269K 0.67% 30
2025
Q4 		$3.39M Sell
13,764
-615
-4% -$151K 0.76% 27
2025
Q3 		$3.48M Sell
14,379
-448
-3% -$103K 0.79% 27
2025
Q2 		$3.2M Sell
14,827
-563
-4% -$113K 0.76% 26
2025
Q1 		$3.07M Buy
15,390
+306
+2% +$66.4K 0.8% 22
2024
Q4 		$3.33M Sell
15,084
-157
-1% -$35.8K 0.89% 23
2024
Q3 		$3.37M Sell
15,241
-4,925
-24% -$1.05M 0.9% 23
2024
Q2 		$4.09M Sell
20,166
-615
-3% -$124K 1.19% 15
2024
Q1 		$4.37M Sell
20,781
-1,402
-6% -$280K 1.31% 13
2023
Q4 		$4.45M Sell
22,183
-19,150
-46% -$3.43M 1.44% 12
2023
Q3 		$7.31M Buy
41,333
+4,308
+12% +$809K 2.57% 4
2023
Q2 		$6.93M Sell
37,025
-1,502
-4% -$268K 2.47% 5
2023
Q1 		$6.87M Sell
38,527
-1,293
-3% -$238K 2.54% 6
2022
Q4 		$6.94M Sell
39,820
-337
-0.8% -$59.9K 2.7% 5
2022
Q3 		$6.62M Buy
40,157
+886
+2% +$162K 2.79% 4
2022
Q2 		$6.65M Buy
39,271
+784
+2% +$145K 2.69% 4
2022
Q1 		$7.65M Buy
38,487
+294
+0.8% +$60K 2.71% 4
2021
Q4 		$8.5M Sell
38,193
-1,214
-3% -$274K 2.88% 4
2021
Q3 		$8.62M Sell
39,407
-5,565
-12% -$1.23M 3.23% 4
2021
Q2 		$10.3M Buy
44,972
+2,898
+7% +$652K 4.07% 3
2021
Q1 		$9.36M Buy
42,074
+3,355
+9% +$733K 3.86% 3
2020
Q4 		$7.59M Buy
38,719
+5,035
+15% +$881K 3.61% 3
2020
Q3 		$5.05M Buy
33,684
+3,513
+12% +$529K 2.62% 6
2020
Q2 		$4.32M Buy
30,171
+28,748
+2,020% +$3.77M 2.44% 7
2020
Q1 		$163K Buy
1,423
+50
+4% +$7.46K 0.11% 166
2019
Q4 		$227K Buy
1,373
+35
+3% +$5.53K 0.12% 175
2019
Q3 		$202K Buy
1,338
+50
+4% +$7.63K 0.12% 167
2019
Q2 		$200K Sell
1,288
-157
-11% -$24.2K 0.13% 167
2019
Q1 		$221K Buy
1,445
+988
+216% +$148K 0.15% 169
2018
Q4 		$61K Buy
+457
New +$68.2K 0.05% 208

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

Archer Investment Corporation's IWM Position: Q1 2026 in Review

Archer Investment Corporation reduced its iShares Russell 2000 ETF (IWM) stake by 7.6% in Q1 2026, selling an estimated $269K and leaving 12,720 shares worth $3.15M. The position accounts for 0.67% of the portfolio, ranked #30.

Archer Investment Corporation first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.3M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Archer Investment Corporation held 12,720 shares of iShares Russell 2000 ETF worth $3.15M as of Q1 2026.
  • Archer Investment Corporation sold 1,044 iShares Russell 2000 ETF shares in Q1 2026, an estimated $269K.
  • iShares Russell 2000 ETF made up 0.67% of Archer Investment Corporation's portfolio in Q1 2026, its #30 holding.
  • Archer Investment Corporation first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Archer Investment Corporation's iShares Russell 2000 ETF position peaked at $10.3M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.