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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Sell	11,482 -488	-4%	-$51.3K	0.03%	395
2026 Q1	$1.16M	Sell	11,970 -456	-4%	-$45.5K	0.04%	389
2025 Q4	$1.2M	Sell	12,426 -808	-6%	-$77.7K	0.04%	357
2025 Q3	$1.28M	Sell	13,234 -1,287	-9%	-$122K	0.04%	308
2025 Q2	$1.34M	Sell	14,521 -507	-3%	-$43.8K	0.05%	263
2025 Q1	$1.28M	Buy	15,028 +4,993	+50%	+$445K	0.06%	239
2024 Q4	$887K	Buy	+10,035	New	+$911K	0.04%	296

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Atomi Financial Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.1% in Q2 2026, selling an estimated $51.3K and leaving 11,482 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #395.

Atomi Financial Group first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q2 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Atomi Financial Group held 11,482 shares of iShares Russell Mid-Cap ETF worth $1.27M as of Q2 2026.
Atomi Financial Group sold 488 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $51.3K.
iShares Russell Mid-Cap ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #395 holding.
Atomi Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Atomi Financial Group's iShares Russell Mid-Cap ETF position peaked at $1.34M in Q2 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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