Institute for Wealth Management’s Arrowhead Research ARWR Stock Holding History

Institute for Wealth Management’s Portfolio ARWR Stock Details ARWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.8K	Buy	+280	New	+$20.7K	﹤0.01%	1086

Other funds holding ARWR

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFC

Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Institute for Wealth Management's ARWR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Arrowhead Research (ARWR) in Q2 2026: 280 shares worth $22.8K. The stake represents ﹤0.01% of the portfolio and ranks #1086 among its holdings.

233 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

Institute for Wealth Management held 280 shares of Arrowhead Research worth $22.8K as of Q2 2026.
Arrowhead Research was a new Institute for Wealth Management position in Q2 2026.
Arrowhead Research made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1086 holding.
233 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.