Ownership history in Advisor Resource Council · 21 quarters on record
This page tracks every 13F SEC filing in which Advisor Resource Council reported a position in ISHARES RUSSELL 2000 ETF (IWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 11,175 | +6,886 | +160.6% | 1.02% | $2.9M | $245.72 |
| 2025 Q3 | REDUCED | 4,289 | -11,950 | -73.6% | 1.40% | $1.0M | $240.72 |
| 2025 Q2 | REDUCED | 16,239 | -4,722 | -22.5% | 1.37% | $3.5M | $214.08 |
| 2025 Q1 | ADDED | 20,961 | +11,548 | +122.7% | 0.15% | $1.8M | $197.36 |
| 2024 Q4 | REDUCED | 9,413 | -15,887 | -62.8% | 1.49% | $2.1M | $218.11 |
| 2024 Q3 | ADDED | 25,300 | +5,351 | +26.8% | 2.52% | $5.6M | $217.40 |
| 2024 Q2 | REDUCED | 19,949 | -6,775 | -25.4% | 1.57% | $859.8M | $199.01 |
| 2024 Q1 | REDUCED | 26,724 | -19,224 | -41.8% | 2.28% | $5.4M | $205.70 |
| 2023 Q4 | ADDED | 45,948 | +29,660 | +182.1% | 1.07% | $9.2M | $195.82 |
| 2023 Q3 | REDUCED | 16,288 | -3,208 | -16.5% | 1.49% | $2.9M | $171.81 |
As of 2025 Q4 — sorted by position size