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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.62M Sell
13,616
-1,051
-7% -$357K 0.17% 97
2025
Q1
$4.5M Buy
14,667
+1,156
+9% +$355K 0.21% 93
2024
Q4
$4.35M Buy
13,511
+797
+6% +$257K 0.22% 86
2024
Q3
$4M Buy
12,714
+83
+0.7% +$26.1K 0.25% 81
2024
Q2
$3.76M Buy
12,631
+5,212
+70% +$1.55M 0.28% 75
2024
Q1
$2.14M Buy
7,419
+6,551
+755% +$1.89M 0.2% 110
2023
Q4
$228K Buy
+868
New +$228K 0.03% 501