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Arvest Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Arvest Investments’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 		$399K Sell
1,327
-44
-3% -$12.4K 0.05% 157
2026
Q1 		$340K Sell
1,371
-413
-23% -$107K 0.05% 155
2025
Q4 		$439K Sell
1,784
-262
-13% -$64.4K 0.06% 138
2025
Q3 		$495K Sell
2,046
-322
-14% -$73.9K 0.07% 142
2025
Q2 		$511K Buy
2,368
+113
+5% +$22.7K 0.08% 134
2025
Q1 		$450K Sell
2,255
-74
-3% -$16.1K 0.07% 127
2024
Q4 		$515K Sell
2,329
-829
-26% -$189K 0.08% 125
2024
Q3 		$698K Sell
3,158
-291
-8% -$62.3K 0.11% 122
2024
Q2 		$700K Sell
3,449
-58
-2% -$11.7K 0.11% 118
2024
Q1 		$738K Sell
3,507
-176
-5% -$35.1K 0.12% 115
2023
Q4 		$739K Buy
+3,683
New +$660K 0.12% 109

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

Arvest Investments's IWM Position: Q2 2026 in Review

Arvest Investments reduced its iShares Russell 2000 ETF (IWM) stake by 3.2% in Q2 2026, selling an estimated $12.4K and leaving 1,327 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #157.

Arvest Investments first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $739K in Q4 2023. 1,006 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Arvest Investments held 1,327 shares of iShares Russell 2000 ETF worth $399K as of Q2 2026.
  • Arvest Investments sold 44 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.4K.
  • iShares Russell 2000 ETF made up 0.05% of Arvest Investments's portfolio in Q2 2026, its #157 holding.
  • Arvest Investments first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Arvest Investments's iShares Russell 2000 ETF position peaked at $739K in Q4 2023.
  • 1,006 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.