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Arkadios Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Arkadios Wealth 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 		$15.2M Buy
50,684
+23,201
+84% +$6.52M 0.23% 93
2026
Q1 		$6.82M Sell
27,483
-19,855
-42% -$5.12M 0.11% 213
2025
Q4 		$11.7M Buy
47,338
+24,708
+109% +$6.07M 0.23% 93
2025
Q3 		$5.48M Buy
22,630
+1,539
+7% +$353K 0.13% 180
2025
Q2 		$4.55M Sell
21,091
-15,337
-42% -$3.09M 0.13% 174
2025
Q1 		$7.27M Sell
36,428
-7,355
-17% -$1.6M 0.27% 73
2024
Q4 		$9.67M Buy
43,783
+2,160
+5% +$492K 0.53% 31
2024
Q3 		$9.19M Buy
41,623
+15,102
+57% +$3.23M 0.52% 36
2024
Q2 		$5.38M Buy
26,521
+2,131
+9% +$431K 0.36% 50
2024
Q1 		$5.13M Sell
24,390
-430
-2% -$85.8K 0.4% 49
2023
Q4 		$4.98M Buy
24,820
+16,299
+191% +$2.92M 0.42% 49
2023
Q3 		$1.51M Buy
8,521
+3,652
+75% +$686K 0.14% 154
2023
Q2 		$912K Sell
4,869
-180
-4% -$32.1K 0.11% 199
2023
Q1 		$901K Buy
5,049
+880
+21% +$162K 0.11% 202
2022
Q4 		$727K Buy
4,169
+46
+1% +$8.18K 0.1% 224
2022
Q3 		$680K Buy
4,123
+1,645
+66% +$300K 0.1% 210
2022
Q2 		$420K Buy
2,478
+223
+10% +$41.1K 0.06% 319
2022
Q1 		$463K Buy
2,255
+120
+6% +$24.5K 0.06% 331
2021
Q4 		$475K Sell
2,135
-647
-23% -$146K 0.06% 341
2021
Q3 		$608K Sell
2,782
-15
-0.5% -$3.33K 0.09% 256
2021
Q2 		$641K Buy
2,797
+15
+0.5% +$3.37K 0.08% 280
2021
Q1 		$614K Sell
2,782
-1,571
-36% -$343K 0.1% 218
2020
Q4 		$853K Sell
4,353
-2,341
-35% -$410K 0.18% 128
2020
Q3 		$1.09M Sell
6,694
-11,065
-62% -$1.66M 0.55% 43
2020
Q2 		$2.52M Sell
17,759
-165
-0.9% -$21.7K 1.4% 11
2020
Q1 		$2.05M Buy
17,924
+4,035
+29% +$602K 1.31% 14
2019
Q4 		$2.34M Buy
+13,889
New +$2.2M 1.4% 15

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

Arkadios Wealth Advisors's IWM Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 84% in Q2 2026, buying an estimated $6.52M and bringing the position to 50,684 shares worth $15.2M. The position accounts for 0.23% of the portfolio, ranked #93.

Arkadios Wealth Advisors first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Arkadios Wealth Advisors held 50,684 shares of iShares Russell 2000 ETF worth $15.2M as of Q2 2026.
  • Arkadios Wealth Advisors bought 23,201 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.52M.
  • iShares Russell 2000 ETF made up 0.23% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.