AtlasMark Financial’s iShares Russell 2000 ETF IWM Stock Holding History

AtlasMark Financial’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	$1.16M	Hold	4,700	–	–	0.75%	22
2025 Q4	$1.16M	Hold	4,700	–	–	0.75%	22
2025 Q3	$1.14M	Hold	4,700	–	–	0.76%	22
2025 Q2	$1.01M	Hold	4,700	–	–	0.77%	22
2025 Q1	$938K	Hold	4,700	–	–	0.87%	22
2024 Q4	$1.04M	Hold	4,700	–	–	0.95%	21
2024 Q3	$1.04M	Buy	+4,700	New	+$1.01M	0.97%	22
2023 Q2	$880K	Hold	4,700	–	–	1.08%	21
2023 Q1	$838K	Buy	+4,700	New	+$865K	1.1%	21
2022 Q3	$775K	Hold	4,700	–	–	1.16%	21
2022 Q2	$796K	Hold	4,700	–	–	1.15%	21
2022 Q1	$965K	Hold	4,700	–	–	1.23%	21
2021 Q4	$1.05M	Hold	4,700	–	–	1.26%	21
2021 Q3	$1.03M	Hold	4,700	–	–	1.37%	21
2021 Q2	$1.08M	Hold	4,700	–	–	1.41%	21
2021 Q1	$1.04M	Hold	4,700	–	–	1.45%	19
2020 Q4	$921K	Hold	4,700	–	–	1.39%	22
2020 Q3	$704K	Hold	4,700	–	–	1.22%	22
2020 Q2	$673K	Sell	4,700 -4,500	-49%	-$590K	1.33%	21
2020 Q1	$1.05M	Hold	9,200	–	–	2.63%	10
2019 Q4	$1.52M	Hold	9,200	–	–	3.5%	8
2019 Q3	$1.39M	Buy	+9,200	New	+$1.4M	3.47%	7

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

AtlasMark Financial's IWM Position: Q1 2026 in Review

AtlasMark Financial held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 4,700 shares worth $1.16M. The position accounts for 0.75% of the portfolio, ranked #22.

AtlasMark Financial first reported a position in IWM in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.52M in Q4 2019. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

AtlasMark Financial held 4,700 shares of iShares Russell 2000 ETF worth $1.16M as of Q1 2026.
AtlasMark Financial left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.75% of AtlasMark Financial's portfolio in Q1 2026, its #22 holding.
AtlasMark Financial first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 22 quarters since.
AtlasMark Financial's iShares Russell 2000 ETF position peaked at $1.52M in Q4 2019.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on AtlasMark Financial's 13F filing for Q1 2026, filed 22 Apr 2026.