Atala Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Atala Financial’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
2025 Q2	–	Sell	-122	Closed	-$24.3K	–	289
2025 Q1	$24.3K	Hold	122	–	–	0.02%	223
2024 Q4	$27K	Buy	+122	New	+$27.8K	0.02%	229

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Atala Financial's IWM Position: Q2 2025 in Review

Atala Financial sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 122 shares — an estimated $24.3K sold.

Atala Financial first reported a position in IWM in Q4 2024 and held it in 2 quarters. The position peaked at $27K in Q4 2024. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Atala Financial reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 122 iShares Russell 2000 ETF shares in Q2 2025, an estimated $24.3K.
Atala Financial first reported a position in iShares Russell 2000 ETF in Q4 2024 and held it in 2 quarters.
Atala Financial's iShares Russell 2000 ETF position peaked at $27K in Q4 2024.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.