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

Atlas Private Wealth Management’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
2021 Q2	–	Sell	-652	Closed	-$144K	–	242
2021 Q1	$144K	Sell	652 -125	-16%	-$27.3K	0.09%	133
2020 Q4	$152K	Hold	777	–	–	0.11%	129
2020 Q3	$116K	Hold	777	–	–	0.09%	134
2020 Q2	$111K	Sell	777 -198	-20%	-$26K	0.09%	144
2020 Q1	$112K	Sell	975 -118	-11%	-$17.6K	0.1%	138
2019 Q4	$181K	Buy	+1,093	New	+$173K	0.14%	129

Other funds holding IWM

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Atlas Private Wealth Management's IWM Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2021, closing a stake of 652 shares — an estimated $144K sold.

Atlas Private Wealth Management first reported a position in IWM in Q4 2019 and held it in 6 quarters. The position peaked at $181K in Q4 2019. 1,825 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 652 iShares Russell 2000 ETF shares in Q2 2021, an estimated $144K.
Atlas Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares Russell 2000 ETF position peaked at $181K in Q4 2019.
1,825 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.