Atomi Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.5M	Buy	25,823 +2,365	+10%	+$668K	0.2%	102
2026 Q1	$5.84M	Buy	23,458 +21,461	+1,075%	+$5.69M	0.18%	105
2025 Q4	$553K	Buy	1,997 +773	+63%	+$214K	0.02%	642
2025 Q3	$335K	Buy	+1,224	New	+$317K	0.01%	829
2025 Q1	–	Sell	-2,888	Closed	-$679K	–	1081
2024 Q4	$679K	Sell	2,888 -7,834	-73%	-$1.8M	0.03%	367
2024 Q3	$2.36M	Sell	10,722 -3,157	-23%	-$672K	0.15%	117
2024 Q2	$2.98M	Sell	13,879 -1,023	-7%	-$204K	0.22%	88
2024 Q1	$2.91M	Buy	14,902 +5,009	+51%	+$936K	0.27%	87
2023 Q4	$1.73M	Buy	9,893 +2,324	+31%	+$381K	0.24%	91
2023 Q3	$1.16M	Buy	7,569 +1,944	+35%	+$310K	0.39%	72
2023 Q2	$892K	Buy	5,625 +1,095	+24%	+$160K	0.41%	68
2023 Q1	$629K	Buy	+4,530	New	+$588K	0.35%	83

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Atomi Financial Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 10% in Q2 2026, buying an estimated $668K and bringing the position to 25,823 shares worth $7.5M. The position accounts for 0.2% of the portfolio, ranked #102.

Atomi Financial Group first reported a position in IWY in Q1 2023 and has held it in 12 quarters since. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Atomi Financial Group held 25,823 shares of iShares Russell Top 200 Growth ETF worth $7.5M as of Q2 2026.
Atomi Financial Group bought 2,365 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $668K.
iShares Russell Top 200 Growth ETF made up 0.2% of Atomi Financial Group's portfolio in Q2 2026, its #102 holding.
Atomi Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and has held it in 12 quarters since.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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