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

Atomi Financial Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$487K Buy
2,011
+4
+0.2% +$932 0.01% 783
2026
Q1 		$429K Sell
2,007
-316
-14% -$69.2K 0.01% 775
2025
Q4 		$489K Sell
2,323
-49
-2% -$10.1K 0.01% 698
2025
Q3 		$483K Sell
2,372
-548
-19% -$109K 0.02% 664
2025
Q2 		$567K Sell
2,920
-1,735
-37% -$321K 0.02% 536
2025
Q1 		$876K Sell
4,655
-514
-10% -$97.9K 0.04% 346
2024
Q4 		$957K Sell
5,169
-433
-8% -$83.1K 0.05% 275
2024
Q3 		$1.06M Buy
5,602
+777
+16% +$142K 0.07% 236
2024
Q2 		$842K Buy
4,825
+492
+11% +$86K 0.06% 247
2024
Q1 		$776K Buy
4,333
+1
+0% +$169 0.07% 231
2023
Q4 		$716K Buy
4,332
+706
+19% +$109K 0.1% 184
2023
Q3 		$550K Sell
3,626
-20
-0.5% -$3.17K 0.18% 137
2023
Q2 		$575K Buy
+3,646
New +$557K 0.26% 116

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Atomi Financial Group increased its iShares Russell 1000 Value ETF (IWD) stake by 0.2% in Q2 2026, buying an estimated $932 and bringing the position to 2,011 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #783.

Atomi Financial Group first reported a position in IWD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.06M in Q3 2024. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Atomi Financial Group held 2,011 shares of iShares Russell 1000 Value ETF worth $487K as of Q2 2026.
  • Atomi Financial Group bought 4 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $932.
  • iShares Russell 1000 Value ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #783 holding.
  • Atomi Financial Group first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's iShares Russell 1000 Value ETF position peaked at $1.06M in Q3 2024.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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