Atlas Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Atlas Capital Advisors’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	$6.95K	Hold	56	–	–	﹤0.01%	916
2026 Q1	$5.97K	Sell	56 -48	-46%	-$5.45K	﹤0.01%	829
2025 Q4	$12.3K	Buy	+104	New	+$12.3K	﹤0.01%	746
2025 Q2	–	Sell	-104	Closed	-$9.39K	–	969
2025 Q1	$9.39K	Buy	+104	New	+$10.3K	﹤0.01%	806
2024 Q2	–	Sell	-112	Closed	-$9.44K	–	939
2024 Q1	$9.44K	Hold	112	–	–	﹤0.01%	723
2023 Q4	$8.49K	Hold	112	–	–	﹤0.01%	758
2023 Q3	$7.45K	Sell	112 -800	-88%	-$55.2K	﹤0.01%	733
2023 Q2	$62.7K	Sell	912 -648	-42%	-$41.2K	0.01%	543
2023 Q1	$95.3K	Sell	1,560 -7,704	-83%	-$444K	0.02%	470
2022 Q4	$496K	Hold	9,264	–	–	0.08%	190
2022 Q3	$487K	Hold	9,264	–	–	0.09%	186
2022 Q2	$507K	Hold	9,264	–	–	0.09%	192
2022 Q1	$643K	Sell	9,264 -1,200	-11%	-$81.9K	0.1%	180
2021 Q4	$799K	Hold	10,464	–	–	0.12%	146
2021 Q3	$717K	Sell	10,464 -124	-1%	-$8.77K	0.12%	147
2021 Q2	$719K	Buy	10,588 +8,588	+429%	+$554K	0.12%	155
2021 Q1	$122K	Buy	+2,000	New	+$122K	0.02%	393

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

Atlas Capital Advisors's IWF Position: Q2 2026 in Review

Atlas Capital Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 56 shares worth $6.95K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Atlas Capital Advisors first reported a position in IWF in Q1 2021 and has held it in 17 quarters since. The position peaked at $799K in Q4 2021. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Atlas Capital Advisors held 56 shares of iShares Russell 1000 Growth ETF worth $6.95K as of Q2 2026.
Atlas Capital Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #916 holding.
Atlas Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 17 quarters since.
Atlas Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $799K in Q4 2021.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.