ArchPoint Investors’s iShares Russell 2000 ETF IWM Stock Holding History

ArchPoint Investors’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	$345K	Hold	1,390	–	–	0.08%	63
2025 Q4	$342K	Hold	1,390	–	–	0.08%	69
2025 Q3	$336K	Buy	+1,390	New	+$319K	0.09%	61
2021 Q1	–	Sell	-22,802	Closed	-$4.47M	–	130
2020 Q4	$4.47M	Hold	22,802	–	–	1.24%	21
2020 Q3	$3.42M	Sell	22,802 -17,152	-43%	-$2.58M	1.09%	18
2020 Q2	$5.72M	Buy	39,954 +24,404	+157%	+$3.2M	1.83%	13
2020 Q1	$1.78M	Hold	15,550	–	–	0.7%	22
2019 Q4	$2.58M	Buy	15,550 +15,000	+2,727%	+$2.37M	0.79%	26
2019 Q3	$83K	Hold	550	–	–	0.03%	95
2019 Q2	$86K	Hold	550	–	–	0.03%	97
2019 Q1	$84K	Sell	550 -8,900	-94%	-$1.34M	0.03%	97
2018 Q4	$1.26M	Buy	9,450 +8,900	+1,618%	+$1.33M	0.44%	30
2018 Q3	$93K	Hold	550	–	–	0.03%	106
2018 Q2	$90K	Hold	550	–	–	0.03%	104
2018 Q1	$84K	Sell	550 -2,000	-78%	-$309K	0.02%	115
2017 Q4	$389K	Hold	2,550	–	–	0.12%	68
2017 Q3	$378K	Hold	2,550	–	–	0.12%	79
2017 Q2	$359K	Buy	+2,550	New	+$353K	0.11%	78
2016 Q3	–	Sell	-550	Closed	-$63K	–	120
2016 Q2	$63K	Hold	550	–	–	0.04%	101
2016 Q1	$61K	Hold	550	–	–	0.03%	93
2015 Q4	$62K	Buy	+550	New	+$63.4K	0.04%	92

Other funds holding IWM

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

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

ArchPoint Investors's IWM Position: Q1 2026 in Review

ArchPoint Investors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,390 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #63.

ArchPoint Investors first reported a position in IWM in Q4 2015 and has held it in 21 quarters since. The position peaked at $5.72M in Q2 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

ArchPoint Investors held 1,390 shares of iShares Russell 2000 ETF worth $345K as of Q1 2026.
ArchPoint Investors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.08% of ArchPoint Investors's portfolio in Q1 2026, its #63 holding.
ArchPoint Investors first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 21 quarters since.
ArchPoint Investors's iShares Russell 2000 ETF position peaked at $5.72M in Q2 2020.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on ArchPoint Investors's 13F filing for Q1 2026, filed 14 May 2026.