AFG
IWF icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Atomi Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 49% in Q1 2026, buying an estimated $5.67M and bringing the position to 152,952 shares worth $16.3M. The position accounts for 0.5% of the portfolio, ranked #42.

Atomi Financial Group first reported a position in IWF in Q2 2023 and has held it in 12 quarters since. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Atomi Financial Group held 152,952 shares of iShares Russell 1000 Growth ETF worth $16.3M as of Q1 2026.
  • Atomi Financial Group bought 49,972 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $5.67M.
  • iShares Russell 1000 Growth ETF made up 0.5% of Atomi Financial Group's portfolio in Q1 2026, its #42 holding.
  • Atomi Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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