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

Atlas Capital Advisors’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.72M	Sell	12,316 -12	-0.1%	-$2.51K	0.3%	79
2026 Q1	$2.34M	Sell	12,328 -2,877	-19%	-$557K	0.27%	84
2025 Q4	$2.76M	Buy	+15,205	New	+$2.73M	0.31%	79
2025 Q2	$1.18M	Sell	7,469 -7,337	-50%	-$1.09M	0.14%	126
2025 Q1	$2.24M	Sell	14,806 -976	-6%	-$158K	0.28%	76
2024 Q4	$2.59M	Buy	15,782 +13	+0.1%	+$2.22K	0.33%	61
2024 Q3	$2.63M	Sell	15,769 -1,204	-7%	-$196K	0.4%	57
2024 Q2	$2.58M	Sell	16,973 -6,938	-29%	-$1.06M	0.34%	63
2024 Q1	$3.8M	Buy	23,911 +9,832	+70%	+$1.49M	0.59%	41
2023 Q4	$2.19M	Sell	14,079 -2,701	-16%	-$374K	0.32%	61
2023 Q3	$2.27M	Buy	16,780 +7,940	+90%	+$1.14M	0.37%	58
2023 Q2	$1.24M	Buy	8,840 +2,963	+50%	+$401K	0.19%	93
2023 Q1	$805K	Sell	5,877 -807	-12%	-$117K	0.13%	123
2022 Q4	$927K	Buy	6,684 +85	+1%	+$12K	0.16%	112
2022 Q3	$851K	Sell	6,599 -5,143	-44%	-$743K	0.15%	111
2022 Q2	$1.6M	Buy	11,742 +4,336	+59%	+$645K	0.27%	74
2022 Q1	$1.2M	Buy	7,406 +719	+11%	+$115K	0.19%	102
2021 Q4	$1.11M	Sell	6,687 -2,221	-25%	-$370K	0.17%	104
2021 Q3	$1.43M	Sell	8,908 -2,707	-23%	-$435K	0.23%	88
2021 Q2	$1.93M	Buy	11,615 +2,271	+24%	+$375K	0.32%	71
2021 Q1	$1.49M	Buy	9,344 +981	+12%	+$148K	0.29%	78
2020 Q4	$1.1M	Buy	8,363 +923	+12%	+$109K	0.23%	89
2020 Q3	$739K	Sell	7,440 -120	-2%	-$12.2K	0.18%	129
2020 Q2	$737K	Sell	7,560 -571	-7%	-$51.9K	0.17%	128
2020 Q1	$667K	Buy	8,131 +4,727	+139%	+$530K	0.2%	120
2019 Q4	$438K	Hold	3,404	–	–	0.11%	207
2019 Q3	$406K	Buy	3,404 +608	+22%	+$71.8K	0.12%	210
2019 Q2	$337K	Sell	2,796 -793	-22%	-$95.8K	0.11%	220
2019 Q1	$430K	Buy	3,589 +59	+2%	+$7.05K	0.16%	171
2018 Q4	$380K	Buy	3,530 +2,981	+543%	+$359K	0.15%	173
2018 Q3	$72.4K	Buy	549 +161	+41%	+$21.7K	0.02%	390
2018 Q2	$51.8K	Hold	388	–	–	0.02%	397
2018 Q1	$47.3K	Buy	+388	New	+$48.6K	0.01%	418

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Atlas Capital Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.1% in Q2 2026, selling an estimated $2.51K and leaving 12,316 shares worth $2.72M. The position accounts for 0.3% of the portfolio, ranked #79.

Atlas Capital Advisors first reported a position in IWN in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.8M in Q1 2024. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Atlas Capital Advisors held 12,316 shares of iShares Russell 2000 Value ETF worth $2.72M as of Q2 2026.
Atlas Capital Advisors sold 12 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.51K.
iShares Russell 2000 Value ETF made up 0.3% of Atlas Capital Advisors's portfolio in Q2 2026, its #79 holding.
Atlas Capital Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2018 and has held it in 33 quarters since.
Atlas Capital Advisors's iShares Russell 2000 Value ETF position peaked at $3.8M in Q1 2024.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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