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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Athena Investment Management's IWM Position: Q1 2026 in Review

Athena Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 9,629 shares worth $2.39M. The position accounts for 1.24% of the portfolio, ranked #13.

Athena Investment Management first reported a position in IWM in Q1 2022 and has held it in 17 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Athena Investment Management held 9,629 shares of iShares Russell 2000 ETF worth $2.39M as of Q1 2026.
Athena Investment Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 1.24% of Athena Investment Management's portfolio in Q1 2026, its #13 holding.
Athena Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 17 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.