Atomi Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Atomi Financial Group’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	$7.16M	Sell	17,492 -4,524	-21%	-$1.79M	0.19%	107
2026 Q1	$7.85M	Buy	22,016 +9,021	+69%	+$3.36M	0.24%	81
2025 Q4	$4.85M	Sell	12,995 -644	-5%	-$239K	0.14%	115
2025 Q3	$4.98M	Buy	13,639 +23	+0.2%	+$8.1K	0.16%	105
2025 Q2	$4.62M	Sell	13,616 -1,051	-7%	-$330K	0.17%	97
2025 Q1	$4.5M	Buy	14,667 +1,156	+9%	+$374K	0.21%	93
2024 Q4	$4.35M	Buy	13,511 +797	+6%	+$258K	0.22%	86
2024 Q3	$4M	Buy	12,714 +83	+0.7%	+$25.1K	0.25%	81
2024 Q2	$3.76M	Buy	12,631 +5,212	+70%	+$1.5M	0.28%	75
2024 Q1	$2.14M	Buy	7,419 +6,551	+755%	+$1.8M	0.2%	110
2023 Q4	$228K	Buy	+868	New	+$213K	0.03%	501

Other funds holding IWB

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Atomi Financial Group reduced its iShares Russell 1000 ETF (IWB) stake by 21% in Q2 2026, selling an estimated $1.79M and leaving 17,492 shares worth $7.16M. The position accounts for 0.19% of the portfolio, ranked #107.

Atomi Financial Group first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.85M in Q1 2026. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Atomi Financial Group held 17,492 shares of iShares Russell 1000 ETF worth $7.16M as of Q2 2026.
Atomi Financial Group sold 4,524 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.79M.
iShares Russell 1000 ETF made up 0.19% of Atomi Financial Group's portfolio in Q2 2026, its #107 holding.
Atomi Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
Atomi Financial Group's iShares Russell 1000 ETF position peaked at $7.85M in Q1 2026.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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