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Atomi Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Atomi Financial Group’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.92M Buy
25,819
+21,036
+440% +$2.53M 0.09% 180
2025
Q4 		$590K Sell
4,783
-5,593
-54% -$685K 0.02% 617
2025
Q3 		$1.25M Sell
10,376
-3,229
-24% -$371K 0.04% 309
2025
Q2 		$1.5M Sell
13,605
-7
-0.1% -$693 0.06% 239
2025
Q1 		$1.26M Buy
13,612
+1,761
+15% +$178K 0.06% 242
2024
Q4 		$1.2M Buy
11,851
+5,058
+74% +$505K 0.06% 227
2024
Q3 		$650K Sell
6,793
-100
-1% -$9.23K 0.04% 360
2024
Q2 		$638K Sell
6,893
-856
-11% -$73.8K 0.05% 316
2024
Q1 		$654K Buy
+7,749
New +$623K 0.06% 263

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Atomi Financial Group's IVW Position: Q1 2026 in Review

Atomi Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 440% in Q1 2026, buying an estimated $2.53M and bringing the position to 25,819 shares worth $2.92M. The position accounts for 0.09% of the portfolio, ranked #180.

Atomi Financial Group first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Atomi Financial Group held 25,819 shares of iShares S&P 500 Growth ETF worth $2.92M as of Q1 2026.
  • Atomi Financial Group bought 21,036 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.53M.
  • iShares S&P 500 Growth ETF made up 0.09% of Atomi Financial Group's portfolio in Q1 2026, its #180 holding.
  • Atomi Financial Group first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.