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Atlas Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Atlas Capital Advisors’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 		$341K Sell
1,134
-2
-0.2% -$562 0.04% 356
2026
Q1 		$282K Sell
1,136
-6
-0.5% -$1.55K 0.03% 355
2025
Q4 		$281K Buy
+1,142
New +$281K 0.03% 347
2025
Q2 		$370K Sell
1,714
-24
-1% -$4.83K 0.05% 301
2025
Q1 		$347K Buy
1,738
+324
+23% +$70.3K 0.04% 320
2024
Q4 		$313K Buy
1,414
+234
+20% +$53.4K 0.04% 321
2024
Q3 		$261K Sell
1,180
-4
-0.3% -$856 0.04% 333
2024
Q2 		$240K Buy
1,184
+429
+57% +$86.7K 0.03% 356
2024
Q1 		$159K Sell
755
-83
-10% -$16.6K 0.02% 408
2023
Q4 		$168K Hold
838
– – 0.02% 402
2023
Q3 		$148K Hold
838
– – 0.02% 388
2023
Q2 		$157K Sell
838
-19
-2% -$3.39K 0.02% 403
2023
Q1 		$153K Sell
857
-100
-10% -$18.4K 0.02% 403
2022
Q4 		$167K Sell
957
-681
-42% -$121K 0.03% 370
2022
Q3 		$270K Buy
1,638
+119
+8% +$21.7K 0.05% 286
2022
Q2 		$257K Sell
1,519
-162
-10% -$29.9K 0.04% 320
2022
Q1 		$345K Hold
1,681
– – 0.05% 264
2021
Q4 		$374K Sell
1,681
-836
-33% -$189K 0.06% 265
2021
Q3 		$551K Sell
2,517
-9
-0.4% -$2K 0.09% 189
2021
Q2 		$580K Buy
2,526
+1,624
+180% +$365K 0.1% 183
2021
Q1 		$199K Buy
902
+244
+37% +$53.3K 0.04% 333
2020
Q4 		$129K Buy
+658
New +$115K 0.03% 362
2020
Q3 		– Sell
-459
Closed -$65.7K – 443
2020
Q2 		$65.7K Sell
459
-7,275
-94% -$955K 0.02% 447
2020
Q1 		$885K Buy
7,734
+6,701
+649% +$999K 0.26% 92
2019
Q4 		$171K Buy
1,033
+400
+63% +$63.2K 0.04% 331
2019
Q3 		$95.9K Sell
633
-342
-35% -$52.2K 0.03% 404
2019
Q2 		$152K Buy
+975
New +$150K 0.05% 340

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atlas Capital Advisors's IWM Position: Q2 2026 in Review

Atlas Capital Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.18% in Q2 2026, selling an estimated $562 and leaving 1,134 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #356.

Atlas Capital Advisors first reported a position in IWM in Q2 2019 and has held it in 27 quarters since. The position peaked at $885K in Q1 2020. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Atlas Capital Advisors held 1,134 shares of iShares Russell 2000 ETF worth $341K as of Q2 2026.
  • Atlas Capital Advisors sold 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
  • iShares Russell 2000 ETF made up 0.04% of Atlas Capital Advisors's portfolio in Q2 2026, its #356 holding.
  • Atlas Capital Advisors first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 27 quarters since.
  • Atlas Capital Advisors's iShares Russell 2000 ETF position peaked at $885K in Q1 2020.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.