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 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SMCL

Sun Mountain Capital Ltd Tortola $184M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Atala Financial's IWF Position: Q2 2026 in Review

Atala Financial held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 11,900 shares worth $1.48M. The position accounts for 0.9% of the portfolio, ranked #34.

Atala Financial first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Atala Financial held 11,900 shares of iShares Russell 1000 Growth ETF worth $1.48M as of Q2 2026.
Atala Financial left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.9% of Atala Financial's portfolio in Q2 2026, its #34 holding.
Atala Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.