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

Atomi Financial Group’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 		$633K Buy
3,337
+735
+28% +$142K 0.02% 623
2025
Q4 		$471K Sell
2,602
-1,383
-35% -$248K 0.01% 713
2025
Q3 		$705K Buy
3,985
+1
+0% +$169 0.02% 499
2025
Q2 		$628K Buy
3,984
+620
+18% +$92.3K 0.02% 501
2025
Q1 		$508K Buy
3,364
+2,102
+167% +$340K 0.02% 533
2024
Q4 		$207K Buy
+1,262
New +$215K 0.01% 906

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Atomi Financial Group increased its iShares Russell 2000 Value ETF (IWN) stake by 28% in Q1 2026, buying an estimated $142K and bringing the position to 3,337 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #623.

Atomi Financial Group first reported a position in IWN in Q4 2024 and has held it in 6 quarters since. The position peaked at $705K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Atomi Financial Group held 3,337 shares of iShares Russell 2000 Value ETF worth $633K as of Q1 2026.
  • Atomi Financial Group bought 735 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $142K.
  • iShares Russell 2000 Value ETF made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #623 holding.
  • Atomi Financial Group first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Atomi Financial Group's iShares Russell 2000 Value ETF position peaked at $705K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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