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Atalanta Sosnoff Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Atalanta Sosnoff Capital’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Sell
3,145
-428
-12% -$170K 0.02% 66
2026
Q1 		$1.27M Sell
3,573
-2,270
-39% -$846K 0.03% 64
2025
Q4 		$2.18M Buy
5,843
+4,031
+222% +$1.49M 0.04% 57
2025
Q3 		$662K Sell
1,812
-158
-8% -$55.7K 0.01% 74
2025
Q2 		$669K Sell
1,970
-2,586
-57% -$812K 0.01% 68
2025
Q1 		$1.4M Sell
4,556
-14,492
-76% -$4.69M 0.03% 64
2024
Q4 		$6.14M Buy
19,048
+18,244
+2,269% +$5.91M 0.13% 55
2024
Q3 		$253K Buy
+804
New +$243K 0.01% 94
2024
Q1 		– Sell
-2,170
Closed -$569K – 109
2023
Q4 		$569K Buy
+2,170
New +$531K 0.01% 74
2023
Q3 		– Sell
-1,106
Closed -$270K – 102
2023
Q2 		$270K Sell
1,106
-1,387
-56% -$319K 0.01% 92
2023
Q1 		$561K Sell
2,493
-9,181
-79% -$2.02M 0.02% 84
2022
Q4 		$2.46M Buy
11,674
+4,799
+70% +$1.02M 0.08% 70
2022
Q3 		$1.36M Buy
6,875
+4,081
+146% +$895K 0.04% 60
2022
Q2 		$580K Buy
+2,794
New +$631K 0.02% 74
2022
Q1 		– Sell
-17,518
Closed -$4.63M – 123
2021
Q4 		$4.63M Buy
+17,518
New +$4.51M 0.1% 77
2020
Q2 		– Sell
-6,738
Closed -$954K – 105
2020
Q1 		$954K Buy
6,738
+4,997
+287% +$845K 0.03% 77
2019
Q4 		$311K Buy
+1,741
New +$297K 0.01% 87
2019
Q3 		– Sell
-1,534
Closed -$250K – 100
2019
Q2 		$250K Buy
+1,534
New +$246K 0.01% 93
2019
Q1 		– Sell
-27,592
Closed -$3.83M – 93
2018
Q4 		$3.83M Buy
+27,592
New +$4.13M 0.14% 62

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atalanta Sosnoff Capital's IWB Position: Q2 2026 in Review

Atalanta Sosnoff Capital reduced its iShares Russell 1000 ETF (IWB) stake by 12% in Q2 2026, selling an estimated $170K and leaving 3,145 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #66.

Atalanta Sosnoff Capital first reported a position in IWB in Q4 2018 and has held it in 19 quarters since. The position peaked at $6.14M in Q4 2024. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Atalanta Sosnoff Capital held 3,145 shares of iShares Russell 1000 ETF worth $1.29M as of Q2 2026.
  • Atalanta Sosnoff Capital sold 428 iShares Russell 1000 ETF shares in Q2 2026, an estimated $170K.
  • iShares Russell 1000 ETF made up 0.02% of Atalanta Sosnoff Capital's portfolio in Q2 2026, its #66 holding.
  • Atalanta Sosnoff Capital first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 19 quarters since.
  • Atalanta Sosnoff Capital's iShares Russell 1000 ETF position peaked at $6.14M in Q4 2024.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Atalanta Sosnoff Capital's 13F filing for Q2 2026, filed 12 Aug 2026.