ARQ Wealth Advisors
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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
Q3 		$447K Buy
1,610
+16
+1% +$4.7K 0.05% 156
2026
Q2 		$468K Buy
1,594
+414
+35% +$116K 0.06% 157
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

ARQ Wealth Advisors's IWM Position: Q3 2026 in Review

ARQ Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1% in Q3 2026, buying an estimated $4.7K and bringing the position to 1,610 shares worth $447K. The position accounts for 0.05% of the portfolio, ranked #156.

ARQ Wealth Advisors first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $514K in Q3 2024. 1,801 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • ARQ Wealth Advisors held 1,610 shares of iShares Russell 2000 ETF worth $447K as of Q3 2026.
  • ARQ Wealth Advisors bought 16 iShares Russell 2000 ETF shares in Q3 2026, an estimated $4.7K.
  • iShares Russell 2000 ETF made up 0.05% of ARQ Wealth Advisors's portfolio in Q3 2026, its #156 holding.
  • ARQ Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
  • ARQ Wealth Advisors's iShares Russell 2000 ETF position peaked at $514K in Q3 2024.
  • 1,801 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.