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

ARQ 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 Q1	$293K	Buy	1,180 +350	+42%	+$90.3K	0.05%	162
2025 Q4	$204K	Hold	830	–	–	0.06%	133
2025 Q3	$201K	Sell	830 -1,628	-66%	-$374K	0.06%	134
2025 Q2	$490K	Hold	2,458	–	–	0.17%	72
2025 Q1	$490K	Buy	2,458 +139	+6%	+$30.2K	0.18%	67
2024 Q4	$512K	Sell	2,319 -15	-0.6%	-$3.42K	0.19%	66
2024 Q3	$514K	Sell	2,334 -103	-4%	-$22K	0.19%	62
2024 Q2	$494K	Buy	2,437 +415	+21%	+$83.9K	0.21%	59
2024 Q1	$425K	Buy	2,022 +990	+96%	+$197K	0.18%	62
2023 Q4	$207K	Buy	+1,032	New	+$185K	0.12%	65

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

ARQ Wealth Advisors's IWM Position: Q1 2026 in Review

ARQ Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 42% in Q1 2026, buying an estimated $90.3K and bringing the position to 1,180 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #162.

ARQ Wealth Advisors first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $514K in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

ARQ Wealth Advisors held 1,180 shares of iShares Russell 2000 ETF worth $293K as of Q1 2026.
ARQ Wealth Advisors bought 350 iShares Russell 2000 ETF shares in Q1 2026, an estimated $90.3K.
iShares Russell 2000 ETF made up 0.05% of ARQ Wealth Advisors's portfolio in Q1 2026, its #162 holding.
ARQ Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
ARQ Wealth Advisors's iShares Russell 2000 ETF position peaked at $514K in Q3 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.