Atticus Wealth Management
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Atticus Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Atticus Wealth Management’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
Q3 		$1.66M Sell
5,956
-33
-0.6% -$9.7K 0.37% 45
2026
Q2 		$1.8M Sell
5,989
-9
-0.2% -$2.53K 0.43% 48
2026
Q1 		$1.49M Sell
5,998
-1,400
-19% -$361K 0.4% 45
2025
Q4 		$1.82M Sell
7,398
-26
-0.4% -$6.39K 0.45% 40
2025
Q3 		$1.8M Sell
7,424
-1,074
-13% -$246K 0.45% 39
2025
Q2 		$1.83M Sell
8,498
-1,776
-17% -$357K 0.5% 34
2025
Q1 		$2.05M Sell
10,274
-25,962
-72% -$5.63M 0.67% 27
2024
Q4 		$8.01M Buy
36,236
+650
+2% +$148K 2.49% 8
2024
Q3 		$7.86M Buy
35,586
+432
+1% +$92.4K 2.52% 8
2024
Q2 		$7.13M Buy
35,154
+306
+0.9% +$61.8K 2.33% 8
2024
Q1 		$7.33M Buy
34,848
+2,361
+7% +$471K 2.4% 9
2023
Q4 		$6.52M Buy
32,487
+3,977
+14% +$712K 2.3% 9
2023
Q3 		$5.04M Sell
28,510
-263
-0.9% -$49.4K 1.93% 11
2023
Q2 		$5.39M Buy
28,773
+136
+0.5% +$24.2K 1.99% 11
2023
Q1 		$5.11M Sell
28,637
-4,060
-12% -$748K 1.95% 11
2022
Q4 		$5.7M Buy
32,697
+7,425
+29% +$1.32M 2.34% 9
2022
Q3 		$4.28M Hold
25,272
– – 2.07% 9
2022
Q2 		$4.28M Sell
25,272
-2,019
-7% -$372K 1.78% 12
2022
Q1 		$5.6M Buy
27,291
+434
+2% +$88.5K 2.05% 13
2021
Q4 		$5.97M Buy
26,857
+1,062
+4% +$240K 2.33% 11
2021
Q3 		$5.64M Sell
25,795
-3,598
-12% -$798K 2.48% 10
2021
Q2 		$6.74M Buy
29,393
+2,657
+10% +$597K 2.94% 8
2021
Q1 		$5.91M Buy
26,736
+15,656
+141% +$3.42M 2.81% 8
2020
Q4 		$2.17M Buy
11,080
+3,429
+45% +$600K 1.09% 23
2020
Q3 		$1.15M Buy
7,651
+1,953
+34% +$294K 0.68% 35
2020
Q2 		$816K Sell
5,698
-17,752
-76% -$2.33M 0.54% 40
2020
Q1 		$2.68M Sell
23,450
-3,303
-12% -$492K 2.16% 13
2019
Q4 		$4.43M Buy
+26,753
New +$4.23M 2.83% 9

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Atticus Wealth Management's IWM Position: Q3 2026 in Review

Atticus Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.55% in Q3 2026, selling an estimated $9.7K and leaving 5,956 shares worth $1.66M. The position accounts for 0.37% of the portfolio, ranked #45.

Atticus Wealth Management first reported a position in IWM in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.01M in Q4 2024. 1,508 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Atticus Wealth Management held 5,956 shares of iShares Russell 2000 ETF worth $1.66M as of Q3 2026.
  • Atticus Wealth Management sold 33 iShares Russell 2000 ETF shares in Q3 2026, an estimated $9.7K.
  • iShares Russell 2000 ETF made up 0.37% of Atticus Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Atticus Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 28 quarters since.
  • Atticus Wealth Management's iShares Russell 2000 ETF position peaked at $8.01M in Q4 2024.
  • 1,508 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.