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Atria Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Atria Investments’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18M Sell
168,724
-59,376
-26% -$6.74M 0.2% 92
2025
Q4 		$27M Buy
228,100
+65,428
+40% +$7.75M 0.31% 48
2025
Q3 		$19M Buy
162,672
+47,720
+42% +$5.31M 0.22% 80
2025
Q2 		$12.2M Sell
114,952
-52,848
-31% -$5.05M 0.14% 148
2025
Q1 		$15.1M Sell
167,800
-66,504
-28% -$6.56M 0.19% 109
2024
Q4 		$23.5M Buy
234,304
+102,280
+77% +$10.1M 0.29% 58
2024
Q3 		$12.4M Sell
132,024
-17,748
-12% -$1.61M 0.15% 144
2024
Q2 		$13.6M Buy
149,772
+49,428
+49% +$4.22M 0.18% 129
2024
Q1 		$8.46M Sell
100,344
-11,372
-10% -$916K 0.12% 200
2023
Q4 		$8.47M Sell
111,716
-11,324
-9% -$801K 0.13% 188
2023
Q3 		$8.18M Buy
123,040
+40,968
+50% +$2.83M 0.15% 164
2023
Q2 		$5.65M Buy
82,072
+28,124
+52% +$1.79M 0.1% 230
2023
Q1 		$3.3M Sell
53,948
-338,956
-86% -$19.5M 0.06% 366
2022
Q4 		$21M Buy
392,904
+43,228
+12% +$2.38M 0.43% 39
2022
Q3 		$18.4M Sell
349,676
-193,056
-36% -$11.4M 0.41% 42
2022
Q2 		$29.7M Buy
542,732
+324,332
+149% +$19.5M 0.62% 24
2022
Q1 		$15.2M Buy
218,400
+93,140
+74% +$6.36M 0.27% 77
2021
Q4 		$9.57M Buy
125,260
+33,880
+37% +$2.51M 0.17% 142
2021
Q3 		$6.26M Buy
91,380
+37,160
+69% +$2.63M 0.11% 199
2021
Q2 		$3.68M Buy
54,220
+20,000
+58% +$1.29M 0.07% 316
2021
Q1 		$2.08M Sell
34,220
-76,556
-69% -$4.66M 0.05% 437
2020
Q4 		$6.68M Buy
110,776
+35,616
+47% +$2.03M 0.16% 150
2020
Q3 		$4.08M Buy
75,160
+35,532
+90% +$1.87M 0.12% 192
2020
Q2 		$1.9M Buy
+39,628
New +$1.75M 0.07% 323
2020
Q1 		– Sell
-27,496
Closed -$1.21M – 875
2019
Q4 		$1.21M Sell
27,496
-10,396
-27% -$434K 0.03% 469
2019
Q3 		$1.51M Buy
37,892
+4,548
+14% +$182K 0.05% 295
2019
Q2 		$1.31M Buy
33,344
+1,760
+6% +$68.1K 0.05% 326
2019
Q1 		$1.2M Sell
31,584
-24,380
-44% -$876K 0.05% 308
2018
Q4 		$1.83M Buy
55,964
+23,292
+71% +$821K 0.08% 192
2018
Q3 		$1.27M Sell
32,672
-16,724
-34% -$633K 0.05% 338
2018
Q2 		$1.78M Sell
49,396
-19,704
-29% -$696K 0.08% 251
2018
Q1 		$2.35M Sell
69,100
-43,228
-38% -$1.52M 0.11% 193
2017
Q4 		$3.78M Sell
112,328
-52,816
-32% -$1.73M 0.19% 99
2017
Q3 		$5.16M Sell
165,144
-87,048
-35% -$2.66M 0.28% 65
2017
Q2 		$7.5M Buy
252,192
+49,776
+25% +$1.46M 0.46% 36
2017
Q1 		$5.76M Buy
202,416
+97,156
+92% +$2.69M 0.38% 47
2016
Q4 		$2.76M Buy
105,260
+35,696
+51% +$926K 0.21% 89
2016
Q3 		$1.81M Sell
69,564
-8,736
-11% -$227K 0.17% 106
2016
Q2 		$1.99M Sell
78,300
-21,428
-21% -$535K 0.21% 75
2016
Q1 		$2.49M Buy
99,728
+6,384
+7% +$151K 0.28% 52
2015
Q4 		$2.18M Buy
93,344
+40,676
+77% +$1.01M 0.24% 67
2015
Q3 		$1.23M Sell
52,668
-888
-2% -$21.9K 0.17% 90
2015
Q2 		$1.33M Buy
53,556
+11,360
+27% +$286K 0.16% 93
2015
Q1 		$1.04M Sell
42,196
-96,784
-70% -$2.36M 0.12% 138
2014
Q4 		$3.32M Sell
138,980
-53,020
-28% -$1.24M 0.35% 46
2014
Q3 		$4.4M Sell
192,000
-16,780
-8% -$384K 0.45% 38
2014
Q2 		$4.75M Buy
208,780
+13,100
+7% +$287K 0.47% 38
2014
Q1 		$4.23M Buy
195,680
+18,608
+11% +$399K 0.43% 38
2013
Q4 		$3.81M Buy
177,072
+9,688
+6% +$199K 0.38% 47
2013
Q3 		$3.27M Buy
+167,384
New +$3.2M 0.34% 53

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Investments's IWF Position: Q1 2026 in Review

Atria Investments reduced its iShares Russell 1000 Growth ETF (IWF) stake by 26% in Q1 2026, selling an estimated $6.74M and leaving 168,724 shares worth $18M. The position accounts for 0.2% of the portfolio, ranked #92.

Atria Investments first reported a position in IWF in Q3 2013 and has held it in 50 quarters since. The position peaked at $29.7M in Q2 2022. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Atria Investments held 168,724 shares of iShares Russell 1000 Growth ETF worth $18M as of Q1 2026.
  • Atria Investments sold 59,376 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $6.74M.
  • iShares Russell 1000 Growth ETF made up 0.2% of Atria Investments's portfolio in Q1 2026, its #92 holding.
  • Atria Investments first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 50 quarters since.
  • Atria Investments's iShares Russell 1000 Growth ETF position peaked at $29.7M in Q2 2022.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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