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

Atlas Financial 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
2022
Q3 		– Sell
-1,705
Closed -$289K – 17
2022
Q2 		$289K Buy
1,705
+52
+3% +$9.59K 0.33% 15
2022
Q1 		$339K Buy
+1,653
New +$337K 0.34% 17

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Atlas Financial Advisors's IWM Position: Q3 2022 in Review

Atlas Financial Advisors sold out of iShares Russell 2000 ETF (IWM) in Q3 2022, closing a stake of 1,705 shares — an estimated $289K sold.

Atlas Financial Advisors first reported a position in IWM in Q1 2022 and held it in 2 quarters. The position peaked at $339K in Q1 2022. 1,854 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

  • Atlas Financial Advisors reported no remaining iShares Russell 2000 ETF position as of Q3 2022 after selling out during the quarter.
  • Atlas Financial Advisors sold 1,705 iShares Russell 2000 ETF shares in Q3 2022, an estimated $289K.
  • Atlas Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2022 and held it in 2 quarters.
  • Atlas Financial Advisors's iShares Russell 2000 ETF position peaked at $339K in Q1 2022.
  • 1,854 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on Atlas Financial Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.