Athena Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Athena Investment Management’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
2026 Q2	$2.5M	Sell	8,321 -1,308	-14%	-$368K	1.48%	12
2026 Q1	$2.39M	Hold	9,629	–	–	1.24%	13
2025 Q4	$2.37M	Hold	9,629	–	–	1.21%	14
2025 Q3	$2.33M	Sell	9,629 -9	-0.1%	-$2.06K	1.21%	14
2025 Q2	$2.08M	Hold	9,638	–	–	1.16%	15
2025 Q1	$1.92M	Hold	9,638	–	–	1.16%	15
2024 Q4	$2.13M	Hold	9,638	–	–	1.23%	12
2024 Q3	$2.13M	Hold	9,638	–	–	1.21%	14
2024 Q2	$1.96M	Hold	9,638	–	–	1.19%	12
2024 Q1	$2.03M	Hold	9,638	–	–	1.22%	13
2023 Q4	$1.93M	Hold	9,638	–	–	1.25%	12
2023 Q3	$1.7M	Hold	9,638	–	–	1.22%	14
2023 Q2	$1.8M	Hold	9,638	–	–	1.24%	12
2023 Q1	$1.72M	Hold	9,638	–	–	1.24%	14
2022 Q4	$1.68M	Buy	9,638 +163	+2%	+$29K	1.23%	13
2022 Q3	$1.56M	Sell	9,475 -163	-2%	-$29.7K	1.31%	12
2022 Q2	$1.63M	Buy	9,638 +2,746	+40%	+$506K	1.29%	15
2022 Q1	$1.41M	Buy	+6,892	New	+$1.41M	1.09%	17

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Athena Investment Management's IWM Position: Q2 2026 in Review

Athena Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 14% in Q2 2026, selling an estimated $368K and leaving 8,321 shares worth $2.5M. The position accounts for 1.48% of the portfolio, ranked #12.

Athena Investment Management first reported a position in IWM in Q1 2022 and has held it in 18 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Athena Investment Management held 8,321 shares of iShares Russell 2000 ETF worth $2.5M as of Q2 2026.
Athena Investment Management sold 1,308 iShares Russell 2000 ETF shares in Q2 2026, an estimated $368K.
iShares Russell 2000 ETF made up 1.48% of Athena Investment Management's portfolio in Q2 2026, its #12 holding.
Athena Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 18 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.