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
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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 |
|---|---|---|---|
| 2025-09-30 | $201k | 830 | 241.96 |
| 2025-06-30 | $490k | 2.5k | 199.49 |
| 2025-03-31 | $490k | 2.5k | 199.49 |
| 2024-12-31 | $512k | 2.3k | 220.96 |
| 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 |