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

Atomi Financial Group’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22M	Buy	177,468 +24,516	+16%	+$2.96M	0.57%	35
2026 Q1	$16.3M	Buy	152,952 +49,972	+49%	+$5.67M	0.5%	42
2025 Q4	$12.2M	Sell	102,980 -15,812	-13%	-$1.87M	0.36%	52
2025 Q3	$13.9M	Sell	118,792 -1,140	-1%	-$127K	0.45%	45
2025 Q2	$12.7M	Sell	119,932 -26,728	-18%	-$2.56M	0.48%	40
2025 Q1	$13.2M	Buy	146,660 +127,816	+678%	+$12.6M	0.6%	34
2024 Q4	$1.89M	Buy	18,844 +8,656	+85%	+$851K	0.1%	153
2024 Q3	$956K	Sell	10,188 -2,148	-17%	-$195K	0.06%	254
2024 Q2	$1.12M	Buy	12,336 +124	+1%	+$10.6K	0.08%	191
2024 Q1	$1.03M	Buy	12,212 +1,224	+11%	+$98.6K	0.09%	181
2023 Q4	$833K	Buy	10,988 +2,752	+33%	+$195K	0.12%	163
2023 Q3	$548K	Sell	8,236 -88	-1%	-$6.08K	0.18%	138
2023 Q2	$573K	Buy	+8,324	New	+$529K	0.26%	118

Other funds holding IWF

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Atomi Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 16% in Q2 2026, buying an estimated $2.96M and bringing the position to 177,468 shares worth $22M. The position accounts for 0.57% of the portfolio, ranked #35.

Atomi Financial Group first reported a position in IWF in Q2 2023 and has held it in 13 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Atomi Financial Group held 177,468 shares of iShares Russell 1000 Growth ETF worth $22M as of Q2 2026.
Atomi Financial Group bought 24,516 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.96M.
iShares Russell 1000 Growth ETF made up 0.57% of Atomi Financial Group's portfolio in Q2 2026, its #35 holding.
Atomi Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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