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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Atomi Financial Group increased its iShares Russell 1000 ETF (IWB) stake by 69% in Q1 2026, buying an estimated $3.36M and bringing the position to 22,016 shares worth $7.85M. The position accounts for 0.24% of the portfolio, ranked #81.

Atomi Financial Group first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Atomi Financial Group held 22,016 shares of iShares Russell 1000 ETF worth $7.85M as of Q1 2026.
Atomi Financial Group bought 9,021 iShares Russell 1000 ETF shares in Q1 2026, an estimated $3.36M.
iShares Russell 1000 ETF made up 0.24% of Atomi Financial Group's portfolio in Q1 2026, its #81 holding.
Atomi Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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