Atlas Brown’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $958K | Sell |
3,449
-699
| -17% | -$205K | 0.25% | 96 |
|
|
2026
Q2 | $1.25M | Sell |
4,148
-98
| -2% | -$27.5K | 0.33% | 78 |
|
|
2026
Q1 | $1.05M | Buy |
4,246
+1
| +0% | +$258 | 0.32% | 85 |
|
|
2025
Q4 | $1.04M | Sell |
4,245
-75
| -2% | -$18.4K | 0.31% | 80 |
|
|
2025
Q3 | $1.05M | Sell |
4,320
-1
| -0% | -$229 | 0.31% | 83 |
|
|
2025
Q2 | $932K | Buy |
4,321
+1
| +0% | +$201 | 0.3% | 84 |
|
|
2025
Q1 | $862K | Sell |
4,320
-73
| -2% | -$15.8K | 0.3% | 86 |
|
|
2024
Q4 | $971K | Sell |
4,393
-27
| -0.6% | -$6.16K | 0.33% | 80 |
|
|
2024
Q3 | $976K | Buy |
4,420
+62
| +1% | +$13.3K | 0.34% | 79 |
|
|
2024
Q2 | $884K | Buy |
4,358
+101
| +2% | +$20.4K | 0.32% | 85 |
|
|
2024
Q1 | $895K | Buy |
4,257
+1,104
| +35% | +$220K | 0.33% | 84 |
|
|
2023
Q4 | $633K | Buy |
3,153
+23
| +0.7% | +$4.12K | 0.26% | 100 |
|
|
2023
Q3 | $553K | Buy |
3,130
+22
| +0.7% | +$4.13K | 0.25% | 102 |
|
|
2023
Q2 | $582K | Buy |
3,108
+21
| +0.7% | +$3.74K | 0.26% | 104 |
|
|
2023
Q1 | $551K | Sell |
3,087
-35
| -1% | -$6.44K | 0.25% | 107 |
|
|
2022
Q4 | $544K | Buy |
3,122
+2
| +0.1% | +$356 | 0.27% | 103 |
|
|
2022
Q3 | $515K | Buy |
3,120
+2
| +0.1% | +$365 | 0.26% | 109 |
|
|
2022
Q2 | $528K | Buy |
3,118
+1
| +0% | +$184 | 0.25% | 112 |
|
|
2022
Q1 | $640K | Buy |
3,117
+496
| +19% | +$101K | 0.26% | 113 |
|
|
2021
Q4 | $583K | Buy |
2,621
+23
| +0.9% | +$5.2K | 0.23% | 121 |
|
|
2021
Q3 | $568K | Buy |
2,598
+182
| +8% | +$40.3K | 0.25% | 119 |
|
|
2021
Q2 | $554K | Buy |
2,416
+64
| +3% | +$14.4K | 0.24% | 115 |
|
|
2021
Q1 | $520K | Buy |
2,352
+140
| +6% | +$30.6K | 0.25% | 111 |
|
|
2020
Q4 | $434K | Buy |
+2,212
| New | +$387K | 0.22% | 113 |
|
|
2020
Q1 | – | Sell |
-1,778
| Closed | -$295K | – | 147 |
|
|
2019
Q4 | $295K | Hold |
1,778
| – | – | 0.18% | 124 |
|
|
2019
Q3 | $269K | Buy |
1,778
+1
| +0.1% | +$153 | 0.19% | 123 |
|
|
2019
Q2 | $276K | Hold |
1,777
| – | – | 0.19% | 125 |
|
|
2019
Q1 | $272K | Sell |
1,777
-636
| -26% | -$95.6K | 0.19% | 118 |
|
|
2018
Q4 | $323K | Hold |
2,413
| – | – | 0.25% | 96 |
|
|
2018
Q3 | $407K | Hold |
2,413
| – | – | 0.25% | 98 |
|
|
2018
Q2 | $408K | Hold |
2,413
| – | – | 0.1% | 97 |
|
|
2018
Q1 | $366K | Buy |
+2,413
| New | +$373K | 0.07% | 103 |
|
|
2015
Q1 | – | Sell |
-7,397
| Closed | -$885K | – | 113 |
|
|
2014
Q4 | $885K | Buy |
7,397
+54
| +0.7% | +$6.18K | 0.24% | 42 |
|
|
2014
Q3 | $803K | Sell |
7,343
-257
| -3% | -$29.4K | 0.3% | 42 |
|
|
2014
Q2 | $903K | Hold |
7,600
| – | – | 0.45% | 33 |
|
|
2014
Q1 | $884K | Buy |
+7,600
| New | +$877K | 0.48% | 31 |
|
|
2013
Q3 | – | Sell |
-8,838
| Closed | -$857K | – | 83 |
|
|
2013
Q2 | $857K | Buy |
+8,838
| New | +$844K | 0.18% | 59 |
|
Other funds holding IWM
Atlas Brown's IWM Position: Q3 2026 in Review
Atlas Brown reduced its iShares Russell 2000 ETF (IWM) stake by 17% in Q3 2026, selling an estimated $205K and leaving 3,449 shares worth $958K. The position accounts for 0.25% of the portfolio, ranked #96.
Atlas Brown first reported a position in IWM in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.25M in Q2 2026. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.
- Atlas Brown held 3,449 shares of iShares Russell 2000 ETF worth $958K as of Q3 2026.
- Atlas Brown sold 699 iShares Russell 2000 ETF shares in Q3 2026, an estimated $205K.
- iShares Russell 2000 ETF made up 0.25% of Atlas Brown's portfolio in Q3 2026, its #96 holding.
- Atlas Brown first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 37 quarters since.
- Atlas Brown's iShares Russell 2000 ETF position peaked at $1.25M in Q2 2026.
- 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.
Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.