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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
2021
Q4 		– Sell
-278,200
Closed -$60.9M – 342
2021
Q3 		$60.9M Sell
278,200
-52,800
-16% -$11.7M 4.93% 3
2021
Q2 		$75.9M Buy
+331,000
New +$74.4M 9.55% 2

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Atom Investors's IWM Position: Q1 2026 in Review

Atom Investors opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 22,645 shares worth $5.62M. The stake represents 0.4% of the portfolio and ranks #62 among its holdings. This is a return to the name: Atom Investors previously reported a position in IWM as recently as Q3 2025.

Atom Investors first reported a position in IWM in Q4 2019 and has held it in 19 quarters since. The position peaked at $97.9M in Q3 2025. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Atom Investors held 22,645 shares of iShares Russell 2000 ETF worth $5.62M as of Q1 2026.
  • iShares Russell 2000 ETF was a new Atom Investors position in Q1 2026.
  • iShares Russell 2000 ETF made up 0.4% of Atom Investors's portfolio in Q1 2026, its #62 holding.
  • Atom Investors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 19 quarters since.
  • Atom Investors's iShares Russell 2000 ETF position peaked at $97.9M in Q3 2025.
  • 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.