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

Atalanta Sosnoff Capital’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	$1.57M	Buy	12,655 +527	+4%	+$63.5K	0.03%	64
2026 Q1	$1.29M	Buy	12,128 +400	+3%	+$45.4K	0.03%	63
2025 Q4	$1.39M	Sell	11,728 -3,372	-22%	-$399K	0.03%	60
2025 Q3	$1.77M	Sell	15,100 -7,944	-34%	-$885K	0.03%	63
2025 Q2	$2.45M	Sell	23,044 -2,800	-11%	-$268K	0.05%	61
2025 Q1	$2.33M	Buy	25,844 +4,492	+21%	+$443K	0.06%	62
2024 Q4	$2.14M	Buy	21,352 +392	+2%	+$38.6K	0.05%	59
2024 Q3	$1.97M	Sell	20,960 -1,316	-6%	-$119K	0.04%	68
2024 Q2	$2.03M	Sell	22,276 -524	-2%	-$44.7K	0.05%	63
2024 Q1	$1.92M	Buy	22,800 +8,532	+60%	+$687K	0.04%	68
2023 Q4	$1.08M	Sell	14,268 -128	-0.9%	-$9.05K	0.03%	68
2023 Q3	$957K	Buy	14,396 +104	+0.7%	+$7.18K	0.03%	68
2023 Q2	$983K	Buy	14,292 +4,616	+48%	+$294K	0.03%	71
2023 Q1	$591K	Buy	9,676 +808	+9%	+$46.6K	0.02%	82
2022 Q4	$475K	Buy	+8,868	New	+$488K	0.01%	83

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atalanta Sosnoff Capital increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.3% in Q2 2026, buying an estimated $63.5K and bringing the position to 12,655 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #64.

Atalanta Sosnoff Capital first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.45M in Q2 2025. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Atalanta Sosnoff Capital held 12,655 shares of iShares Russell 1000 Growth ETF worth $1.57M as of Q2 2026.
Atalanta Sosnoff Capital bought 527 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $63.5K.
iShares Russell 1000 Growth ETF made up 0.03% of Atalanta Sosnoff Capital's portfolio in Q2 2026, its #64 holding.
Atalanta Sosnoff Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Atalanta Sosnoff Capital's iShares Russell 1000 Growth ETF position peaked at $2.45M in Q2 2025.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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