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Atomi Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Atomi Financial Group’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54M Buy
12,010
+8,553
+247% +$1.16M 0.05% 303
2025
Q4 		$473K Buy
3,457
+2,010
+139% +$281K 0.01% 709
2025
Q3 		$206K Buy
+1,447
New +$204K 0.01% 1103

Other funds holding IWP

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Atomi Financial Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 247% in Q1 2026, buying an estimated $1.16M and bringing the position to 12,010 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #303.

Atomi Financial Group first reported a position in IWP in Q3 2025 and has held it in 3 quarters since. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Atomi Financial Group held 12,010 shares of iShares Russell Mid-Cap Growth ETF worth $1.54M as of Q1 2026.
  • Atomi Financial Group bought 8,553 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.16M.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of Atomi Financial Group's portfolio in Q1 2026, its #303 holding.
  • Atomi Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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