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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
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 $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Atomi Financial Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1,075% in Q1 2026, buying an estimated $5.69M and bringing the position to 23,458 shares worth $5.84M. The position accounts for 0.18% of the portfolio, ranked #105.

Atomi Financial Group first reported a position in IWY in Q1 2023 and has held it in 11 quarters since. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Atomi Financial Group held 23,458 shares of iShares Russell Top 200 Growth ETF worth $5.84M as of Q1 2026.
  • Atomi Financial Group bought 21,461 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $5.69M.
  • iShares Russell Top 200 Growth ETF made up 0.18% of Atomi Financial Group's portfolio in Q1 2026, its #105 holding.
  • Atomi Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and has held it in 11 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

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