Atika Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Atika Capital 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	–	Sell	-1,000	Closed	-$24.8M	–	93
2026 Q1	$24.8M	Buy	1,000 +90	+10%	+$23.2K	3.11%	6
2025 Q4	$22.4M	Buy	+910	New	+$224K	2.36%	6
2025 Q1	–	Sell	-2,000	Closed	-$44.2M	–	79
2024 Q4	$44.2M	Buy	+2,000	New	+$456K	4.69%	2
2022 Q4	–	Sell	-1,090	Closed	-$18M	–	92
2022 Q3	$18M	Buy	+1,090	New	+$199K	1.52%	22
2022 Q2	–	Sell	-2,250	Closed	-$46.2M	–	85
2022 Q1	$46.2M	Buy	+2,250	New	+$459K	3.89%	4
2021 Q2	–	Sell	-1,000	Closed	-$22.1M	–	104
2021 Q1	$22.1M	Buy	+1,000	New	+$218K	1.92%	8
2020 Q4	–	Sell	-371,500	Closed	-$55.6M	–	127
2020 Q3	$55.6M	Buy	+371,500	New	+$55.9M	4.56%	3
2019 Q4	–	Sell	-100,000	Closed	-$15.1M	–	79
2019 Q3	$15.1M	Buy	100,000 +50,000	+100%	+$7.63M	3.19%	3
2019 Q2	$7.77M	Sell	50,000 -75,000	-60%	-$11.6M	1.53%	25
2019 Q1	$19.1M	Buy	+125,000	New	+$18.8M	3.89%	2
2018 Q4	–	Sell	-250,000	Closed	-$42.1M	–	86
2018 Q3	$42.1M	Buy	+250,000	New	+$42.2M	7.56%	1
2016 Q4	–	Sell	-208,000	Closed	-$25.8M	–	67
2016 Q3	$25.8M	Buy	+208,000	New	+$25.3M	10.55%	1
2014 Q3	–	Sell	-49,800	Closed	-$5.92M	–	69
2014 Q2	$5.92M	Buy	49,800 +36,100	+264%	+$4.1M	4.81%	1
2014 Q1	$1.59M	Buy	+13,700	New	+$1.58M	1.36%	32

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

Atika Capital Management's IWM Position: Q4 2021 in Review

Atika Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 122,000 shares — an estimated $26.7M sold.

Atika Capital Management first reported a position in IWM in Q3 2021 and held it in 1 quarter. The position peaked at $26.7M in Q3 2021. 2,035 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

Atika Capital Management reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
Atika Capital Management sold 122,000 iShares Russell 2000 ETF shares in Q4 2021, an estimated $26.7M.
Atika Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2021 and held it in 1 quarter.
Atika Capital Management's iShares Russell 2000 ETF position peaked at $26.7M in Q3 2021.
2,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Atika Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.