Atala Financial
IWF icon

Atala Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Atala Financial’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.49M Hold
11,900
– – 0.86% 34
2026
Q2 		$1.48M Hold
11,900
– – 0.9% 34
2026
Q1 		$1.28M Hold
11,900
– – 0.86% 36
2025
Q4 		$1.41M Hold
11,900
– – 0.9% 36
2025
Q3 		$1.39M Sell
11,900
-48
-0.4% -$5.34K 0.87% 38
2025
Q2 		$1.27M Hold
11,948
– – 0.87% 38
2025
Q1 		$1.08M Sell
11,948
-856
-7% -$84.4K 0.79% 39
2024
Q4 		$1.29M Buy
+12,804
New +$1.26M 0.9% 34

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Atala Financial's IWF Position: Q3 2026 in Review

Atala Financial held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 11,900 shares worth $1.49M. The position accounts for 0.86% of the portfolio, ranked #34.

Atala Financial first reported a position in IWF in Q4 2024 and has held it in 8 quarters since. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Atala Financial held 11,900 shares of iShares Russell 1000 Growth ETF worth $1.49M as of Q3 2026.
  • Atala Financial left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.86% of Atala Financial's portfolio in Q3 2026, its #34 holding.
  • Atala Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.