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iShares Russell 2000 Index shares owned by Arq Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Arq Wealth Advisors from 13F filings

Historical chart of Arq Wealth Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Arq Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Arq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $514k 2.3k 220.08
2024-06-30 $494k 2.4k 202.89
2024-03-31 $425k 2.0k 210.30
2023-12-31 $207k 1.0k 200.71

More positions owned by Arq Wealth Advisors

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard World Mega Cap Val Etf (MGV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Columbia Etf Tr I Resh Enhnc Cor (RECS)

View all positions for Arq Wealth Advisors

Top funds holding iShares Russell 2000 Index

Jane Street
Bank of America Corporation
Susquehanna International
Barclays
Citadel Advisors
Tudor Investment Corporation
Wells Fargo & Company
Millennium Management
Citigroup
Goldman Sachs Group
UBS Group
Royal Bank of Canada
Nomura Holdings
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers

View all funds holding iShares Russell 2000 Index