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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
Q2 		$1.71M Sell
11,660
-350
-3% -$48.2K 0.04% 315
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Atomi Financial Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.9% in Q2 2026, selling an estimated $48.2K and leaving 11,660 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #315.

Atomi Financial Group first reported a position in IWP in Q3 2025 and has held it in 4 quarters since. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Atomi Financial Group held 11,660 shares of iShares Russell Mid-Cap Growth ETF worth $1.71M as of Q2 2026.
  • Atomi Financial Group sold 350 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $48.2K.
  • iShares Russell Mid-Cap Growth ETF made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #315 holding.
  • Atomi Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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