AI
IWD icon

Atria Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Atria Investments’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.45M Sell
30,197
-15,759
-34% -$3.45M 0.07% 300
2025
Q4 		$9.67M Buy
45,956
+8,295
+22% +$1.71M 0.11% 201
2025
Q3 		$7.67M Buy
37,661
+23,242
+161% +$4.62M 0.09% 253
2025
Q2 		$2.8M Sell
14,419
-5,957
-29% -$1.1M 0.03% 592
2025
Q1 		$3.83M Sell
20,376
-58,386
-74% -$11.1M 0.05% 451
2024
Q4 		$14.6M Buy
78,762
+70,803
+890% +$13.6M 0.18% 113
2024
Q3 		$1.51M Sell
7,959
-26,009
-77% -$4.74M 0.02% 772
2024
Q2 		$5.93M Buy
33,968
+6,147
+22% +$1.07M 0.08% 296
2024
Q1 		$4.98M Sell
27,821
-25,252
-48% -$4.27M 0.07% 338
2023
Q4 		$8.77M Buy
53,073
+27,108
+104% +$4.19M 0.14% 180
2023
Q3 		$3.94M Buy
25,965
+1,406
+6% +$223K 0.07% 346
2023
Q2 		$3.88M Buy
24,559
+15,022
+158% +$2.3M 0.07% 339
2023
Q1 		$1.45M Sell
9,537
-37,919
-80% -$5.86M 0.03% 661
2022
Q4 		$7.2M Sell
47,456
-6,692
-12% -$1M 0.15% 177
2022
Q3 		$7.36M Sell
54,148
-13,019
-19% -$1.96M 0.16% 158
2022
Q2 		$9.74M Buy
67,167
+46,062
+218% +$7.21M 0.2% 110
2022
Q1 		$3.5M Sell
21,105
-2,920
-12% -$480K 0.06% 385
2021
Q4 		$4.04M Buy
24,025
+10,171
+73% +$1.67M 0.07% 336
2021
Q3 		$2.17M Buy
13,854
+786
+6% +$126K 0.04% 497
2021
Q2 		$2.07M Sell
13,068
-527
-4% -$83.4K 0.04% 490
2021
Q1 		$2.06M Buy
13,595
+956
+8% +$138K 0.05% 441
2020
Q4 		$1.73M Sell
12,639
-3,432
-21% -$440K 0.04% 466
2020
Q3 		$1.9M Buy
16,071
+4,748
+42% +$563K 0.06% 356
2020
Q2 		$1.27M Buy
+11,323
New +$1.25M 0.04% 434
2020
Q1 		– Sell
-4,471
Closed -$610K – 874
2019
Q4 		$610K Sell
4,471
-2,184
-33% -$288K 0.02% 710
2019
Q3 		$854K Buy
6,655
+294
+5% +$37.4K 0.03% 464
2019
Q2 		$782K Sell
6,361
-2,069
-25% -$259K 0.03% 469
2019
Q1 		$1.04M Sell
8,430
-5,506
-40% -$662K 0.04% 347
2018
Q4 		$1.55M Buy
13,936
+3,994
+40% +$479K 0.07% 215
2018
Q3 		$1.26M Sell
9,942
-616
-6% -$77.4K 0.05% 340
2018
Q2 		$1.28M Sell
10,558
-16,320
-61% -$1.98M 0.06% 329
2018
Q1 		$3.22M Sell
26,878
-14,074
-34% -$1.75M 0.16% 125
2017
Q4 		$5.09M Buy
40,952
+12,719
+45% +$1.54M 0.25% 66
2017
Q3 		$3.35M Sell
28,233
-2,454
-8% -$286K 0.18% 109
2017
Q2 		$3.57M Sell
30,687
-1,409
-4% -$162K 0.22% 85
2017
Q1 		$3.69M Buy
32,096
+7,922
+33% +$908K 0.24% 76
2016
Q4 		$2.71M Buy
24,174
+3,849
+19% +$416K 0.21% 90
2016
Q3 		$2.15M Sell
20,325
-1,618
-7% -$171K 0.2% 83
2016
Q2 		$2.26M Buy
21,943
+348
+2% +$35.1K 0.24% 61
2016
Q1 		$2.13M Sell
21,595
-17,723
-45% -$1.66M 0.24% 61
2015
Q4 		$3.62M Buy
39,318
+1,700
+5% +$169K 0.4% 41
2015
Q3 		$3.51M Buy
37,618
+23,810
+172% +$2.36M 0.49% 32
2015
Q2 		$1.42M Buy
13,808
+2,980
+28% +$313K 0.17% 88
2015
Q1 		$1.12M Sell
10,828
-15,920
-60% -$1.65M 0.13% 125
2014
Q4 		$2.79M Sell
26,748
-108
-0.4% -$11K 0.3% 56
2014
Q3 		$2.69M Buy
26,856
+2,475
+10% +$251K 0.27% 72
2014
Q2 		$2.47M Buy
24,381
+2,604
+12% +$255K 0.25% 76
2014
Q1 		$2.1M Buy
21,777
+3,085
+17% +$289K 0.21% 90
2013
Q4 		$1.76M Buy
18,692
+3,064
+20% +$278K 0.18% 111
2013
Q3 		$1.35M Buy
+15,628
New +$1.36M 0.14% 105

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Investments's IWD Position: Q1 2026 in Review

Atria Investments reduced its iShares Russell 1000 Value ETF (IWD) stake by 34% in Q1 2026, selling an estimated $3.45M and leaving 30,197 shares worth $6.45M. The position accounts for 0.07% of the portfolio, ranked #300.

Atria Investments first reported a position in IWD in Q3 2013 and has held it in 50 quarters since. The position peaked at $14.6M in Q4 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Atria Investments held 30,197 shares of iShares Russell 1000 Value ETF worth $6.45M as of Q1 2026.
  • Atria Investments sold 15,759 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $3.45M.
  • iShares Russell 1000 Value ETF made up 0.07% of Atria Investments's portfolio in Q1 2026, its #300 holding.
  • Atria Investments first reported a position in iShares Russell 1000 Value ETF in Q3 2013 and has held it in 50 quarters since.
  • Atria Investments's iShares Russell 1000 Value ETF position peaked at $14.6M in Q4 2024.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.