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Atwood & Palmer’s iShares Russell 2000 ETF IWM Stock Holding History

Atwood & Palmer’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
Q2 		– Sell
-240
Closed -$47.9K – 518
2025
Q1 		$47.9K Hold
240
– – ﹤0.01% 226
2024
Q4 		$53K Hold
240
– – ﹤0.01% 218
2024
Q3 		$53K Hold
240
– – ﹤0.01% 224
2024
Q2 		$48.7K Sell
240
-240
-50% -$48.5K ﹤0.01% 227
2024
Q1 		$101K Hold
480
– – 0.01% 181
2023
Q4 		$96.3K Hold
480
– – 0.01% 190
2023
Q3 		$84.8K Hold
480
– – 0.01% 182
2023
Q2 		$89.9K Buy
+480
New +$85.6K 0.01% 195
2019
Q2 		– Sell
-450
Closed -$69K – 322
2019
Q1 		$69K Hold
450
– – 0.01% 167
2018
Q4 		$60K Sell
450
-400
-47% -$59.7K 0.01% 167
2018
Q3 		$143K Hold
850
– – 0.02% 139
2018
Q2 		$139K Hold
850
– – 0.02% 140
2018
Q1 		$129K Hold
850
– – 0.02% 141
2017
Q4 		$130K Hold
850
– – 0.02% 143
2017
Q3 		$126K Sell
850
-2,079
-71% -$293K 0.02% 142
2017
Q2 		$413K Sell
2,929
-1,200
-29% -$166K 0.06% 92
2017
Q1 		$568K Buy
+4,129
New +$564K 0.09% 79
2016
Q1 		– Sell
-393
Closed -$44K – 349
2015
Q4 		$44K Hold
393
– – 0.01% 208
2015
Q3 		$43K Sell
393
-35
-8% -$4.15K 0.01% 199
2015
Q2 		$53K Hold
428
– – 0.01% 184
2015
Q1 		$53K Sell
428
-913
-68% -$110K 0.01% 182
2014
Q4 		$161K Sell
1,341
-313
-19% -$35.8K 0.03% 138
2014
Q3 		$181K Buy
1,654
+313
+23% +$35.8K 0.03% 131
2014
Q2 		$159K Buy
+1,341
New +$152K 0.04% 128

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Atwood & Palmer's IWM Position: Q2 2025 in Review

Atwood & Palmer sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 240 shares — an estimated $47.9K sold.

Atwood & Palmer first reported a position in IWM in Q2 2014 and held it in 24 quarters. The position peaked at $568K in Q1 2017. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Atwood & Palmer reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Atwood & Palmer sold 240 iShares Russell 2000 ETF shares in Q2 2025, an estimated $47.9K.
  • Atwood & Palmer first reported a position in iShares Russell 2000 ETF in Q2 2014 and held it in 24 quarters.
  • Atwood & Palmer's iShares Russell 2000 ETF position peaked at $568K in Q1 2017.
  • 2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Atwood & Palmer's 13F filing for Q2 2025, filed 8 Jul 2025.