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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
Q2 		$3.88M Buy
28,209
+2,390
+9% +$316K 0.1% 155
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 $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Atomi Financial Group's IVW Position: Q2 2026 in Review

Atomi Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 9.3% in Q2 2026, buying an estimated $316K and bringing the position to 28,209 shares worth $3.88M. The position accounts for 0.1% of the portfolio, ranked #155.

Atomi Financial Group first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Atomi Financial Group held 28,209 shares of iShares S&P 500 Growth ETF worth $3.88M as of Q2 2026.
  • Atomi Financial Group bought 2,390 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $316K.
  • iShares S&P 500 Growth ETF made up 0.1% of Atomi Financial Group's portfolio in Q2 2026, its #155 holding.
  • Atomi Financial Group first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.