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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
2025
Q1 		– Sell
-72,000
Closed -$179K – 1080
2024
Q4 		$179K Buy
+72,000
New +$16.4M 0.01% 926

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

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.