Atomi Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Atomi Financial Group’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	$10.5M	Sell	42,450 -806	-2%	-$208K	0.32%	63
2025 Q4	$10.6M	Buy	43,256 +6,302	+17%	+$1.55M	0.31%	56
2025 Q3	$8.94M	Sell	36,954 -50	-0.1%	-$11.5K	0.29%	65
2025 Q2	$7.99M	Sell	37,004 -6,004	-14%	-$1.21M	0.3%	64
2025 Q1	$8.58M	Sell	43,008 -4,036	-9%	-$875K	0.39%	51
2024 Q4	$10.4M	Buy	47,044 +530	+1%	+$121K	0.53%	38
2024 Q3	$10.3M	Buy	46,514 +2,986	+7%	+$639K	0.64%	31
2024 Q2	$8.83M	Buy	43,528 +11,369	+35%	+$2.3M	0.65%	35
2024 Q1	$6.76M	Buy	32,159 +28,215	+715%	+$5.63M	0.62%	28
2023 Q4	$792K	Buy	+3,944	New	+$707K	0.11%	170

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

Atomi Financial Group's IWM Position: Q1 2026 in Review

Atomi Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q1 2026, selling an estimated $208K and leaving 42,450 shares worth $10.5M. The position accounts for 0.32% of the portfolio, ranked #63.

Atomi Financial Group first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.6M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Atomi Financial Group held 42,450 shares of iShares Russell 2000 ETF worth $10.5M as of Q1 2026.
Atomi Financial Group sold 806 iShares Russell 2000 ETF shares in Q1 2026, an estimated $208K.
iShares Russell 2000 ETF made up 0.32% of Atomi Financial Group's portfolio in Q1 2026, its #63 holding.
Atomi Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
Atomi Financial Group's iShares Russell 2000 ETF position peaked at $10.6M in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.