Atlas Brown’s iShares Russell 2000 ETF IWM Stock Holding History

Atlas Brown’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	$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

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Atlas Brown's IWM Position: Q2 2026 in Review

Atlas Brown reduced its iShares Russell 2000 ETF (IWM) stake by 2.3% in Q2 2026, selling an estimated $27.5K and leaving 4,148 shares worth $1.25M. The position accounts for 0.33% of the portfolio, ranked #78.

Atlas Brown first reported a position in IWM in Q2 2013 and has held it in 36 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Atlas Brown held 4,148 shares of iShares Russell 2000 ETF worth $1.25M as of Q2 2026.
Atlas Brown sold 98 iShares Russell 2000 ETF shares in Q2 2026, an estimated $27.5K.
iShares Russell 2000 ETF made up 0.33% of Atlas Brown's portfolio in Q2 2026, its #78 holding.
Atlas Brown first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 36 quarters since.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.