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Atria Investments’s iShares Russell Top 200 ETF IWL Stock Holding History

Atria Investments’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,680
Closed -$225K – 1976
2024
Q2 		$225K Buy
+1,680
New +$215K ﹤0.01% 1750
2022
Q2 		– Sell
-9,565
Closed -$1.03M – 812
2022
Q1 		$1.03M Buy
9,565
+341
+4% +$36.4K 0.02% 844
2021
Q4 		$1.05M Buy
+9,224
New +$1.02M 0.02% 817

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atria Investments's IWL Position: Q3 2024 in Review

Atria Investments sold out of iShares Russell Top 200 ETF (IWL) in Q3 2024, closing a stake of 1,680 shares — an estimated $225K sold.

Atria Investments first reported a position in IWL in Q4 2021 and held it in 3 quarters. The position peaked at $1.05M in Q4 2021. 160 funds tracked by Wall St. Rank hold IWL as of Q3 2024.

  • Atria Investments reported no remaining iShares Russell Top 200 ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 1,680 iShares Russell Top 200 ETF shares in Q3 2024, an estimated $225K.
  • Atria Investments first reported a position in iShares Russell Top 200 ETF in Q4 2021 and held it in 3 quarters.
  • Atria Investments's iShares Russell Top 200 ETF position peaked at $1.05M in Q4 2021.
  • 160 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.