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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
Q2 		$722K Sell
3,265
-72
-2% -$15.1K 0.02% 614
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Atomi Financial Group's IWN Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.2% in Q2 2026, selling an estimated $15.1K and leaving 3,265 shares worth $722K. The position accounts for 0.02% of the portfolio, ranked #614.

Atomi Financial Group first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Atomi Financial Group held 3,265 shares of iShares Russell 2000 Value ETF worth $722K as of Q2 2026.
  • Atomi Financial Group sold 72 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $15.1K.
  • iShares Russell 2000 Value ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #614 holding.
  • Atomi Financial Group first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.