Atria Investments’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.41M | Sell |
3,953
-4,050
| -51% | -$1.51M | 0.02% | 880 |
|
|
2025
Q4 | $2.99M | Buy |
8,003
+2,528
| +46% | +$936K | 0.03% | 563 |
|
|
2025
Q3 | $2M | Buy |
5,475
+1,402
| +34% | +$494K | 0.02% | 721 |
|
|
2025
Q2 | $1.38M | Buy |
4,073
+36
| +0.9% | +$11.3K | 0.02% | 891 |
|
|
2025
Q1 | $1.24M | Sell |
4,037
-3,030
| -43% | -$980K | 0.02% | 915 |
|
|
2024
Q4 | $2.28M | Buy |
7,067
+4,588
| +185% | +$1.49M | 0.03% | 627 |
|
|
2024
Q3 | $779K | Sell |
2,479
-710
| -22% | -$215K | 0.01% | 1106 |
|
|
2024
Q2 | $949K | Sell |
3,189
-8,899
| -74% | -$2.56M | 0.01% | 962 |
|
|
2024
Q1 | $3.48M | Buy |
12,088
+1,740
| +17% | +$477K | 0.05% | 446 |
|
|
2023
Q4 | $2.71M | Buy |
10,348
+525
| +5% | +$129K | 0.04% | 483 |
|
|
2023
Q3 | $2.31M | Buy |
9,823
+3,745
| +62% | +$917K | 0.04% | 520 |
|
|
2023
Q2 | $1.48M | Buy |
+6,078
| New | +$1.4M | 0.03% | 671 |
|
|
2023
Q1 | – | Sell |
-5,727
| Closed | -$1.21M | – | 845 |
|
|
2022
Q4 | $1.21M | Sell |
5,727
-355
| -6% | -$75.2K | 0.02% | 688 |
|
|
2022
Q3 | $1.2M | Sell |
6,082
-1,176
| -16% | -$258K | 0.03% | 656 |
|
|
2022
Q2 | $1.51M | Buy |
7,258
+1,885
| +35% | +$426K | 0.03% | 600 |
|
|
2022
Q1 | $1.34M | Sell |
5,373
-1,510
| -22% | -$373K | 0.02% | 720 |
|
|
2021
Q4 | $1.82M | Buy |
6,883
+236
| +4% | +$60.7K | 0.03% | 606 |
|
|
2021
Q3 | $1.61M | Buy |
6,647
+260
| +4% | +$64.6K | 0.03% | 619 |
|
|
2021
Q2 | $1.55M | Buy |
6,387
+128
| +2% | +$30.2K | 0.03% | 604 |
|
|
2021
Q1 | $1.4M | Sell |
6,259
-38
| -0.6% | -$8.32K | 0.03% | 583 |
|
|
2020
Q4 | $1.33M | Buy |
+6,297
| New | +$1.26M | 0.03% | 564 |
|
|
2019
Q1 | – | Sell |
-10,439
| Closed | -$1.45M | – | 987 |
|
|
2018
Q4 | $1.45M | Buy |
+10,439
| New | +$1.56M | 0.06% | 224 |
|
|
2018
Q2 | – | Sell |
-2,236
| Closed | -$328K | – | 979 |
|
|
2018
Q1 | $328K | Sell |
2,236
-455
| -17% | -$69.1K | 0.02% | 644 |
|
|
2017
Q4 | $400K | Buy |
2,691
+720
| +37% | +$104K | 0.02% | 553 |
|
|
2017
Q3 | $276K | Sell |
1,971
-21,676
| -92% | -$2.97M | 0.02% | 632 |
|
|
2017
Q2 | $3.2M | Sell |
23,647
-2,379
| -9% | -$318K | 0.2% | 97 |
|
|
2017
Q1 | $3.42M | Buy |
26,026
+1,787
| +7% | +$231K | 0.22% | 86 |
|
|
2016
Q4 | $3.02M | Buy |
24,239
+1,970
| +9% | +$240K | 0.23% | 76 |
|
|
2016
Q3 | $2.68M | Buy |
22,269
+3,351
| +18% | +$403K | 0.25% | 65 |
|
|
2016
Q2 | $2.22M | Buy |
18,918
+2,151
| +13% | +$248K | 0.24% | 62 |
|
|
2016
Q1 | $1.91M | Buy |
16,767
+14,732
| +724% | +$1.59M | 0.22% | 71 |
|
|
2015
Q4 | $217K | Buy |
+2,035
| New | +$233K | 0.02% | 374 |
|
|
2015
Q3 | – | Sell |
-2,045
| Closed | -$237K | – | 380 |
|
|
2015
Q2 | $237K | Buy |
+2,045
| New | +$241K | 0.03% | 349 |
|
Other funds holding IWB
Atria Investments's IWB Position: Q1 2026 in Review
Atria Investments reduced its iShares Russell 1000 ETF (IWB) stake by 51% in Q1 2026, selling an estimated $1.51M and leaving 3,953 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #880.
Atria Investments first reported a position in IWB in Q2 2015 and has held it in 33 quarters since. The position peaked at $3.48M in Q1 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Atria Investments held 3,953 shares of iShares Russell 1000 ETF worth $1.41M as of Q1 2026.
- Atria Investments sold 4,050 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.51M.
- iShares Russell 1000 ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #880 holding.
- Atria Investments first reported a position in iShares Russell 1000 ETF in Q2 2015 and has held it in 33 quarters since.
- Atria Investments's iShares Russell 1000 ETF position peaked at $3.48M in Q1 2024.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.