AWAG
IWM icon

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

ARS Wealth Advisors Group’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 		$370K Hold
1,233
– – 0.03% 164
2026
Q1 		$306K Hold
1,233
– – 0.03% 164
2025
Q4 		$304K Hold
1,233
– – 0.03% 149
2025
Q3 		$298K Hold
1,233
– – 0.03% 145
2025
Q2 		$266K Sell
1,233
-83
-6% -$16.7K 0.03% 146
2025
Q1 		$263K Sell
1,316
-186
-12% -$40.3K 0.04% 133
2024
Q4 		$332K Buy
1,502
+1
+0.1% +$228 0.05% 114
2024
Q3 		$332K Buy
1,501
+85
+6% +$18.2K 0.04% 127
2024
Q2 		$287K Hold
1,416
– – 0.04% 131
2024
Q1 		$298K Buy
1,416
+30
+2% +$5.99K 0.04% 129
2023
Q4 		$278K Hold
1,386
– – 0.04% 125
2023
Q3 		$245K Sell
1,386
-52
-4% -$9.76K 0.04% 129
2023
Q2 		$269K Sell
1,438
-493
-26% -$87.9K 0.04% 125
2023
Q1 		$344K Buy
1,931
+473
+32% +$87.1K 0.06% 94
2022
Q4 		$254K Buy
1,458
+5
+0.3% +$889 0.04% 118
2022
Q3 		$240K Sell
1,453
-1,510
-51% -$275K 0.04% 133
2022
Q2 		$502K Buy
2,963
+1,275
+76% +$235K 0.07% 105
2022
Q1 		$346K Buy
1,688
+470
+39% +$95.9K 0.06% 92
2021
Q4 		$271K Buy
+1,218
New +$275K 0.05% 115

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

ARS Wealth Advisors Group's IWM Position: Q2 2026 in Review

ARS Wealth Advisors Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,233 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #164.

ARS Wealth Advisors Group first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $502K in Q2 2022. 980 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • ARS Wealth Advisors Group held 1,233 shares of iShares Russell 2000 ETF worth $370K as of Q2 2026.
  • ARS Wealth Advisors Group left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #164 holding.
  • ARS Wealth Advisors Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • ARS Wealth Advisors Group's iShares Russell 2000 ETF position peaked at $502K in Q2 2022.
  • 980 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.