AFG
IWO icon

Atomi Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Atomi Financial Group’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.92M Sell
4,886
-193
-4% -$70.4K 0.05% 279
2026
Q1 		$1.59M Buy
5,079
+836
+20% +$278K 0.05% 294
2025
Q4 		$1.37M Buy
4,243
+1,640
+63% +$533K 0.04% 318
2025
Q3 		$833K Sell
2,603
-4
-0.2% -$1.21K 0.03% 446
2025
Q2 		$745K Sell
2,607
-1,881
-42% -$495K 0.03% 437
2025
Q1 		$1.15M Buy
4,488
+3,683
+458% +$1.04M 0.05% 272
2024
Q4 		$232K Buy
+805
New +$238K 0.01% 847

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Atomi Financial Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.8% in Q2 2026, selling an estimated $70.4K and leaving 4,886 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #279.

Atomi Financial Group first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Atomi Financial Group held 4,886 shares of iShares Russell 2000 Growth ETF worth $1.92M as of Q2 2026.
  • Atomi Financial Group sold 193 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $70.4K.
  • iShares Russell 2000 Growth ETF made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #279 holding.
  • Atomi Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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