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Argent Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Argent Advisors’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 		$649K Sell
2,618
-50,084
-95% -$12.9M 0.18% 104
2025
Q4 		$13M Sell
52,702
-1,711
-3% -$421K 3.62% 4
2025
Q3 		$13.2M Buy
54,413
+1,954
+4% +$448K 3.88% 3
2025
Q2 		$11.3M Buy
52,459
+989
+2% +$199K 3.5% 5
2025
Q1 		$10.3M Sell
51,470
-1,129
-2% -$245K 3.44% 5
2024
Q4 		$11.6M Buy
52,599
+1,058
+2% +$241K 4.31% 5
2024
Q3 		$11.4M Buy
51,541
+1,441
+3% +$308K 4.23% 5
2024
Q2 		$10.2M Sell
50,100
-859
-2% -$174K 4.04% 6
2024
Q1 		$10.7M Buy
50,959
+9,540
+23% +$1.9M 4.24% 5
2023
Q4 		$8.31M Sell
41,419
-904
-2% -$162K 3.64% 7
2023
Q3 		$7.48M Sell
42,323
-975
-2% -$183K 3.42% 8
2023
Q2 		$8.11M Buy
43,298
+1,204
+3% +$215K 3.72% 7
2023
Q1 		$7.51M Sell
42,094
-321
-0.8% -$59.1K 3.59% 7
2022
Q4 		$7.4M Sell
42,415
-284
-0.7% -$50.5K 3.83% 6
2022
Q3 		$7.04M Sell
42,699
-415
-1% -$75.7K 4.11% 5
2022
Q2 		$7.3M Buy
43,114
+2,211
+5% +$408K 4.11% 6
2022
Q1 		$8.4M Buy
40,903
+2,407
+6% +$491K 4.5% 4
2021
Q4 		$8.56M Buy
38,496
+1,671
+5% +$378K 4.62% 5
2021
Q3 		$8.05M Buy
36,825
+4,074
+12% +$903K 4.62% 5
2021
Q2 		$7.51M Buy
32,751
+716
+2% +$161K 4.56% 5
2021
Q1 		$7.08M Buy
32,035
+1,115
+4% +$243K 4.55% 5
2020
Q4 		$6.06M Buy
+30,920
New +$5.41M 3.71% 5

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

Argent Advisors's IWM Position: Q1 2026 in Review

Argent Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 95% in Q1 2026, selling an estimated $12.9M and leaving 2,618 shares worth $649K. The position accounts for 0.18% of the portfolio, ranked #104.

Argent Advisors first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.2M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Argent Advisors held 2,618 shares of iShares Russell 2000 ETF worth $649K as of Q1 2026.
  • Argent Advisors sold 50,084 iShares Russell 2000 ETF shares in Q1 2026, an estimated $12.9M.
  • iShares Russell 2000 ETF made up 0.18% of Argent Advisors's portfolio in Q1 2026, its #104 holding.
  • Argent Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Argent Advisors's iShares Russell 2000 ETF position peaked at $13.2M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.