ARS Wealth Advisors Group
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
Q3 		$343K Hold
1,233
– – 0.02% 167
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% +$5.98K 0.04% 129
2023
Q4 		$278K Hold
1,386
– – 0.04% 125
2023
Q3 		$245K Sell
1,386
-52
-4% -$9.8K 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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

ARS Wealth Advisors Group's IWM Position: Q3 2026 in Review

ARS Wealth Advisors Group held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,233 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #167.

ARS Wealth Advisors Group first reported a position in IWM in Q4 2021 and has held it in 20 quarters since. The position peaked at $502K in Q2 2022. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • ARS Wealth Advisors Group held 1,233 shares of iShares Russell 2000 ETF worth $343K as of Q3 2026.
  • ARS Wealth Advisors Group left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.02% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #167 holding.
  • ARS Wealth Advisors Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's iShares Russell 2000 ETF position peaked at $502K in Q2 2022.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.