Atria Investments’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $880K | Sell |
3,550
-22,633
| -86% | -$5.84M | 0.01% | 1131 |
|
|
2025
Q4 | $6.45M | Sell |
26,183
-10,966
| -30% | -$2.7M | 0.07% | 296 |
|
|
2025
Q3 | $8.99M | Buy |
37,149
+28,295
| +320% | +$6.49M | 0.1% | 222 |
|
|
2025
Q2 | $1.91M | Sell |
8,854
-3,963
| -31% | -$797K | 0.02% | 745 |
|
|
2025
Q1 | $2.56M | Sell |
12,817
-38,785
| -75% | -$8.41M | 0.03% | 612 |
|
|
2024
Q4 | $11.4M | Buy |
51,602
+33,099
| +179% | +$7.55M | 0.14% | 164 |
|
|
2024
Q3 | $4.09M | Sell |
18,503
-12,176
| -40% | -$2.61M | 0.05% | 418 |
|
|
2024
Q2 | $6.22M | Sell |
30,679
-169,401
| -85% | -$34.2M | 0.08% | 282 |
|
|
2024
Q1 | $42.1M | Sell |
200,080
-5,760
| -3% | -$1.15M | 0.58% | 22 |
|
|
2023
Q4 | $41.3M | Sell |
205,840
-63,625
| -24% | -$11.4M | 0.64% | 23 |
|
|
2023
Q3 | $47.6M | Buy |
269,465
+230,194
| +586% | +$43.2M | 0.85% | 11 |
|
|
2023
Q2 | $7.35M | Buy |
39,271
+22,975
| +141% | +$4.1M | 0.13% | 181 |
|
|
2023
Q1 | $2.91M | Sell |
16,296
-13,005
| -44% | -$2.39M | 0.06% | 411 |
|
|
2022
Q4 | $5.11M | Buy |
29,301
+2,568
| +10% | +$457K | 0.1% | 249 |
|
|
2022
Q3 | $4.41M | Sell |
26,733
-15,212
| -36% | -$2.77M | 0.1% | 256 |
|
|
2022
Q2 | $7.1M | Buy |
41,945
+15,340
| +58% | +$2.83M | 0.15% | 167 |
|
|
2022
Q1 | $5.46M | Sell |
26,605
-12,962
| -33% | -$2.64M | 0.1% | 254 |
|
|
2021
Q4 | $8.8M | Sell |
39,567
-159,169
| -80% | -$36M | 0.16% | 158 |
|
|
2021
Q3 | $43.5M | Buy |
198,736
+165,561
| +499% | +$36.7M | 0.79% | 17 |
|
|
2021
Q2 | $7.61M | Buy |
33,175
+4,306
| +15% | +$968K | 0.15% | 158 |
|
|
2021
Q1 | $6.38M | Buy |
28,869
+6,917
| +32% | +$1.51M | 0.14% | 169 |
|
|
2020
Q4 | $4.3M | Sell |
21,952
-129,234
| -85% | -$22.6M | 0.1% | 220 |
|
|
2020
Q3 | $22.6M | Buy |
151,186
+17,523
| +13% | +$2.64M | 0.69% | 24 |
|
|
2020
Q2 | $19.1M | Buy |
+133,663
| New | +$17.5M | 0.66% | 26 |
|
|
2020
Q1 | – | Sell |
-6,084
| Closed | -$1.01M | – | 876 |
|
|
2019
Q4 | $1.01M | Sell |
6,084
-2,708
| -31% | -$428K | 0.03% | 522 |
|
|
2019
Q3 | $1.33M | Buy |
8,792
+4,576
| +109% | +$699K | 0.05% | 329 |
|
|
2019
Q2 | $621K | Sell |
4,216
-2,814
| -40% | -$434K | 0.02% | 519 |
|
|
2019
Q1 | $1.08M | Sell |
7,030
-15,822
| -69% | -$2.38M | 0.05% | 336 |
|
|
2018
Q4 | $3.06M | Sell |
22,852
-10,939
| -32% | -$1.63M | 0.14% | 121 |
|
|
2018
Q3 | $5.7M | Buy |
33,791
+1,689
| +5% | +$285K | 0.23% | 81 |
|
|
2018
Q2 | $5.26M | Buy |
32,102
+675
| +2% | +$108K | 0.23% | 77 |
|
|
2018
Q1 | $4.77M | Buy |
31,427
+3,796
| +14% | +$586K | 0.23% | 77 |
|
|
2017
Q4 | $4.21M | Sell |
27,631
-631
| -2% | -$94.8K | 0.21% | 86 |
|
|
2017
Q3 | $4.19M | Buy |
28,262
+2,056
| +8% | +$289K | 0.23% | 77 |
|
|
2017
Q2 | $3.69M | Buy |
26,206
+421
| +2% | +$58.3K | 0.23% | 79 |
|
|
2017
Q1 | $3.54M | Buy |
25,785
+3,746
| +17% | +$512K | 0.23% | 81 |
|
|
2016
Q4 | $2.97M | Buy |
22,039
+6,181
| +39% | +$790K | 0.23% | 81 |
|
|
2016
Q3 | $1.97M | Buy |
15,858
+3,684
| +30% | +$448K | 0.18% | 97 |
|
|
2016
Q2 | $1.41M | Sell |
12,174
-4,972
| -29% | -$561K | 0.15% | 117 |
|
|
2016
Q1 | $1.9M | Buy |
17,146
+13,756
| +406% | +$1.42M | 0.22% | 72 |
|
|
2015
Q4 | $352K | Sell |
3,390
-1,301
| -28% | -$150K | 0.04% | 292 |
|
|
2015
Q3 | $512K | Sell |
4,691
-5,096
| -52% | -$604K | 0.07% | 192 |
|
|
2015
Q2 | $1.22M | Buy |
9,787
+4,020
| +70% | +$502K | 0.14% | 105 |
|
|
2015
Q1 | $717K | Buy |
5,767
+1,383
| +32% | +$167K | 0.08% | 191 |
|
|
2014
Q4 | $524K | Sell |
4,384
-3,574
| -45% | -$409K | 0.06% | 250 |
|
|
2014
Q3 | $870K | Buy |
7,958
+642
| +9% | +$73.5K | 0.09% | 198 |
|
|
2014
Q2 | $869K | Sell |
7,316
-6,742
| -48% | -$766K | 0.09% | 198 |
|
|
2014
Q1 | $1.64M | Buy |
+14,058
| New | +$1.62M | 0.17% | 113 |
|
|
2013
Q4 | – | Sell |
-31,823
| Closed | -$3.39M | – | 457 |
|
|
2013
Q3 | $3.39M | Sell |
31,823
-46,876
| -60% | -$4.85M | 0.35% | 50 |
|
|
2013
Q2 | $7.63M | Buy |
+78,699
| New | +$7.52M | 0.93% | 26 |
|
Other funds holding IWM
Atria Investments's IWM Position: Q1 2026 in Review
Atria Investments reduced its iShares Russell 2000 ETF (IWM) stake by 86% in Q1 2026, selling an estimated $5.84M and leaving 3,550 shares worth $880K. The position accounts for 0.01% of the portfolio, ranked #1131.
Atria Investments first reported a position in IWM in Q2 2013 and has held it in 50 quarters since. The position peaked at $47.6M in Q3 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Atria Investments held 3,550 shares of iShares Russell 2000 ETF worth $880K as of Q1 2026.
- Atria Investments sold 22,633 iShares Russell 2000 ETF shares in Q1 2026, an estimated $5.84M.
- iShares Russell 2000 ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1131 holding.
- Atria Investments first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 50 quarters since.
- Atria Investments's iShares Russell 2000 ETF position peaked at $47.6M in Q3 2023.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.