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

Atlas Private Wealth 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 Q1	$418K	Sell	1,685 -14	-0.8%	-$3.61K	0.1%	91
2025 Q4	$418K	Sell	1,699 -1	-0.1%	-$246	0.1%	92
2025 Q3	$411K	Sell	1,700 -2,017	-54%	-$463K	0.1%	98
2025 Q2	$802K	Buy	3,717 +176	+5%	+$35.4K	0.1%	95
2025 Q1	$706K	Sell	3,541 -129	-4%	-$28K	0.1%	92
2024 Q4	$811K	Sell	3,670 -169	-4%	-$38.5K	0.12%	80
2024 Q3	$848K	Sell	3,839 -540	-12%	-$116K	0.12%	73
2024 Q2	$888K	Buy	4,379 +1,945	+80%	+$393K	0.14%	68
2024 Q1	$512K	Sell	2,434 -2,617	-52%	-$522K	0.17%	58
2023 Q4	$1.01M	Sell	5,051 -1,074	-18%	-$192K	0.19%	54
2023 Q3	$1.08M	Buy	6,125 +259	+4%	+$48.6K	0.2%	74
2023 Q2	$1.1M	Buy	5,866 +2,903	+98%	+$518K	0.22%	71
2023 Q1	$529K	Sell	2,963 -286	-9%	-$52.7K	0.24%	75
2022 Q4	$567K	Sell	3,249 -120	-4%	-$21.3K	0.3%	71
2022 Q3	$556K	Sell	3,369 -47	-1%	-$8.57K	0.33%	75
2022 Q2	$578K	Buy	3,416 +48	+1%	+$8.85K	0.35%	75
2022 Q1	$691K	Sell	3,368 -61	-2%	-$12.4K	0.31%	72
2021 Q4	$763K	Sell	3,429 -226	-6%	-$51.1K	0.35%	67
2021 Q3	$800K	Buy	3,655 +133	+4%	+$29.5K	0.42%	53
2021 Q2	$808K	Buy	3,522 +148	+4%	+$33.3K	0.44%	47
2021 Q1	$745K	Sell	3,374 -97	-3%	-$21.2K	0.42%	50
2020 Q4	$680K	Sell	3,471 -122	-3%	-$21.3K	0.46%	47
2020 Q3	$538K	Sell	3,593 -487	-12%	-$73.3K	0.45%	48
2020 Q2	$584K	Buy	+4,080	New	+$535K	0.52%	44

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Atlas Private Wealth Advisors's IWM Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.82% in Q1 2026, selling an estimated $3.61K and leaving 1,685 shares worth $418K. The position accounts for 0.1% of the portfolio, ranked #91.

Atlas Private Wealth Advisors first reported a position in IWM in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.1M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Atlas Private Wealth Advisors held 1,685 shares of iShares Russell 2000 ETF worth $418K as of Q1 2026.
Atlas Private Wealth Advisors sold 14 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.61K.
iShares Russell 2000 ETF made up 0.1% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #91 holding.
Atlas Private Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 24 quarters since.
Atlas Private Wealth Advisors's iShares Russell 2000 ETF position peaked at $1.1M in Q2 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.