Atom Investors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Atom Investors’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,461	Closed	-$990K	–	747
2025 Q4	$990K	Sell	5,461 -223,908	-98%	-$40.2M	0.08%	297
2025 Q3	$40.6M	Sell	229,369 -51,802	-18%	-$8.75M	3.07%	3
2025 Q2	$44.4M	Buy	281,171 +40,150	+17%	+$5.98M	3.93%	2
2025 Q1	$36.4M	Buy	241,021 +103,056	+75%	+$16.6M	4.48%	1
2024 Q4	$22.6M	Buy	137,965 +18,749	+16%	+$3.2M	2.81%	2
2024 Q3	$19.9M	Buy	119,216 +9,829	+9%	+$1.6M	2.08%	1
2024 Q2	$16.7M	Buy	+109,387	New	+$16.7M	1.67%	1
2022 Q3	–	Sell	-1,669	Closed	-$227K	–	329
2022 Q2	$227K	Sell	1,669 -943	-36%	-$140K	0.1%	173
2022 Q1	$422K	Hold	2,612	–	–	0.2%	110
2021 Q4	$434K	Buy	+2,612	New	+$435K	0.07%	174

Other funds holding IWN

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TIAA Wealth Investment Management New York $15B AUM

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Atom Investors's IWN Position: Q1 2026 in Review

Atom Investors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 5,461 shares — an estimated $990K sold.

Atom Investors first reported a position in IWN in Q4 2021 and held it in 10 quarters. The position peaked at $44.4M in Q2 2025. 1,039 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Atom Investors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
Atom Investors sold 5,461 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $990K.
Atom Investors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and held it in 10 quarters.
Atom Investors's iShares Russell 2000 Value ETF position peaked at $44.4M in Q2 2025.
1,039 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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