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Atlantic Edge Private Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Atlantic Edge Private Wealth 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 		$314K Sell
1,045
-100
-9% -$28.1K 0.06% 122
2026
Q1 		$284K Sell
1,145
-55
-5% -$14.2K 0.07% 117
2025
Q4 		$295K Hold
1,200
– – 0.07% 115
2025
Q3 		$290K Buy
1,200
+30
+3% +$6.88K 0.07% 114
2025
Q2 		$252K Sell
1,170
-350
-23% -$70.4K 0.07% 120
2025
Q1 		$303K Sell
1,520
-40
-3% -$8.68K 0.09% 109
2024
Q4 		$345K Hold
1,560
– – 0.11% 104
2024
Q3 		$345K Buy
1,560
+39
+3% +$8.35K 0.1% 106
2024
Q2 		$309K Sell
1,521
-141
-8% -$28.5K 0.1% 104
2024
Q1 		$350K Hold
1,662
– – 0.12% 101
2023
Q4 		$334K Buy
+1,662
New +$298K 0.14% 101

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IWM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 8.7% in Q2 2026, selling an estimated $28.1K and leaving 1,045 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #122.

Atlantic Edge Private Wealth Management first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $350K in Q1 2024. 1,134 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 1,045 shares of iShares Russell 2000 ETF worth $314K as of Q2 2026.
  • Atlantic Edge Private Wealth Management sold 100 iShares Russell 2000 ETF shares in Q2 2026, an estimated $28.1K.
  • iShares Russell 2000 ETF made up 0.06% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Atlantic Edge Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's iShares Russell 2000 ETF position peaked at $350K in Q1 2024.
  • 1,134 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.