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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

ARQ Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 35% in Q2 2026, buying an estimated $116K and bringing the position to 1,594 shares worth $468K. The position accounts for 0.06% of the portfolio, ranked #157.

ARQ Wealth Advisors first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $514K in Q3 2024. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

ARQ Wealth Advisors held 1,594 shares of iShares Russell 2000 ETF worth $468K as of Q2 2026.
ARQ Wealth Advisors bought 414 iShares Russell 2000 ETF shares in Q2 2026, an estimated $116K.
iShares Russell 2000 ETF made up 0.06% of ARQ Wealth Advisors's portfolio in Q2 2026, its #157 holding.
ARQ Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
ARQ Wealth Advisors's iShares Russell 2000 ETF position peaked at $514K in Q3 2024.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.