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 Q2	$507K	Buy	1,687 +2	+0.1%	+$562	0.11%	86
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atlas Private Wealth Advisors's IWM Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.12% in Q2 2026, buying an estimated $562 and bringing the position to 1,687 shares worth $507K. The position accounts for 0.11% of the portfolio, ranked #86.

Atlas Private Wealth Advisors first reported a position in IWM in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.1M in Q2 2023. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Atlas Private Wealth Advisors held 1,687 shares of iShares Russell 2000 ETF worth $507K as of Q2 2026.
Atlas Private Wealth Advisors bought 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
iShares Russell 2000 ETF made up 0.11% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Atlas Private Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 25 quarters since.
Atlas Private Wealth Advisors's iShares Russell 2000 ETF position peaked at $1.1M in Q2 2023.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.