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

Atlantic Private Wealth’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	$170K	Hold	686	–	–	0.11%	66
2025 Q4	$169K	Hold	686	–	–	0.11%	64
2025 Q3	$166K	Hold	686	–	–	0.11%	54
2025 Q2	$148K	Buy	686 +169	+33%	+$34K	0.1%	59
2025 Q1	$103K	Hold	517	–	–	0.08%	77
2024 Q4	$114K	Buy	517 +1	+0.2%	+$228	0.09%	61
2024 Q3	$114K	Sell	516 -1	-0.2%	-$214	0.09%	58
2024 Q2	$105K	Hold	517	–	–	0.09%	49
2024 Q1	$109K	Hold	517	–	–	0.09%	51
2023 Q4	$104K	Hold	517	–	–	0.09%	49
2023 Q3	$91.3K	Sell	517 -466	-47%	-$87.5K	0.09%	45
2023 Q2	$184K	Hold	983	–	–	0.19%	34
2023 Q1	$175K	Buy	+983	New	+$181K	0.18%	33
2022 Q2	–	Sell	-1,033	Closed	-$212K	–	39
2022 Q1	$212K	Hold	1,033	–	–	0.2%	41
2021 Q4	$230K	Buy	+1,033	New	+$233K	0.2%	39

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

Atlantic Private Wealth's IWM Position: Q1 2026 in Review

Atlantic Private Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 686 shares worth $170K. The position accounts for 0.11% of the portfolio, ranked #66.

Atlantic Private Wealth first reported a position in IWM in Q4 2021 and has held it in 15 quarters since. The position peaked at $230K in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Atlantic Private Wealth held 686 shares of iShares Russell 2000 ETF worth $170K as of Q1 2026.
Atlantic Private Wealth left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.11% of Atlantic Private Wealth's portfolio in Q1 2026, its #66 holding.
Atlantic Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 15 quarters since.
Atlantic Private Wealth's iShares Russell 2000 ETF position peaked at $230K in Q4 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.