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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
Q2 		$679K Sell
2,260
-358
-14% -$101K 0.17% 101
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Argent Advisors's IWM Position: Q2 2026 in Review

Argent Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 14% in Q2 2026, selling an estimated $101K and leaving 2,260 shares worth $679K. The position accounts for 0.17% of the portfolio, ranked #101.

Argent Advisors first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.2M in Q3 2025. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Argent Advisors held 2,260 shares of iShares Russell 2000 ETF worth $679K as of Q2 2026.
  • Argent Advisors sold 358 iShares Russell 2000 ETF shares in Q2 2026, an estimated $101K.
  • iShares Russell 2000 ETF made up 0.17% of Argent Advisors's portfolio in Q2 2026, its #101 holding.
  • Argent Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Argent Advisors's iShares Russell 2000 ETF position peaked at $13.2M in Q3 2025.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Argent Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.