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Atom Investors’s iShares Russell 2000 ETF IWM Stock Holding History

Atom Investors’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 		– Sell
-22,645
Closed -$5.62M – 925
2026
Q1 		$5.62M Buy
+22,645
New +$5.84M 0.4% 62
2025
Q4 		– Sell
-404,557
Closed -$97.9M – 698
2025
Q3 		$97.9M Buy
404,557
+89,729
+29% +$20.6M 7.42% 1
2025
Q2 		$67.9M Buy
314,828
+301,769
+2,311% +$60.7M 6.02% 1
2025
Q1 		$2.61M Sell
13,059
-164,912
-93% -$35.8M 0.32% 94
2024
Q4 		$39.3M Buy
177,971
+173,413
+3,805% +$39.5M 4.89% 1
2024
Q3 		$1.01M Sell
4,558
-2,344
-34% -$502K 0.11% 251
2024
Q2 		$1.4M Sell
6,902
-61,464
-90% -$12.4M 0.14% 201
2024
Q1 		$14.4M Buy
68,366
+3,500
+5% +$698K 1.79% 1
2023
Q4 		$13M Sell
64,866
-24,864
-28% -$4.45M 2.3% 1
2023
Q3 		$15.9M Buy
89,730
+21,625
+32% +$4.06M 3.62% 2
2023
Q2 		$12.8M Buy
+68,105
New +$12.1M 4.84% 2
2023
Q1 		– Sell
-4,628
Closed -$807K – 286
2022
Q4 		$807K Sell
4,628
-6,290
-58% -$1.12M 0.4% 62
2022
Q3 		$1.8M Buy
+10,918
New +$1.99M 0.63% 36
2021
Q2 		– Sell
-220,004
Closed -$49.5M – 291
2021
Q1 		$48.6M Buy
220,004
+141,744
+181% +$30.9M 8.13% 1
2020
Q4 		$15.3M Sell
78,260
-248,263
-76% -$43.4M 1.55% 9
2020
Q3 		$48.9M Buy
326,523
+270,150
+479% +$40.6M 4.66% 1
2020
Q2 		$8.07M Sell
56,373
-633,608
-92% -$83.1M 0.53% 26
2020
Q1 		$79M Buy
689,981
+539,312
+358% +$80.4M 6.94% 1
2019
Q4 		$25M Buy
+150,669
New +$23.8M 2.04% 9

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atom Investors's IWM Position: Q2 2026 in Review

Atom Investors sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 22,645 shares — an estimated $5.62M sold.

Atom Investors first reported a position in IWM in Q4 2019 and held it in 19 quarters. The position peaked at $97.9M in Q3 2025. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Atom Investors reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Atom Investors sold 22,645 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.62M.
  • Atom Investors first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 19 quarters.
  • Atom Investors's iShares Russell 2000 ETF position peaked at $97.9M in Q3 2025.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.