Atria Investments’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $641K | Sell |
3,379
-11,381
| -77% | -$2.2M | 0.01% | 1309 |
|
|
2025
Q4 | $2.67M | Buy |
14,760
+5,561
| +60% | +$999K | 0.03% | 607 |
|
|
2025
Q3 | $1.63M | Buy |
9,199
+5,577
| +154% | +$942K | 0.02% | 810 |
|
|
2025
Q2 | $571K | Sell |
3,622
-541
| -13% | -$80.6K | 0.01% | 1348 |
|
|
2025
Q1 | $628K | Sell |
4,163
-7,289
| -64% | -$1.18M | 0.01% | 1233 |
|
|
2024
Q4 | $1.88M | Buy |
11,452
+7,049
| +160% | +$1.2M | 0.02% | 701 |
|
|
2024
Q3 | $734K | Sell |
4,403
-5,794
| -57% | -$941K | 0.01% | 1133 |
|
|
2024
Q2 | $1.55M | Buy |
10,197
+3,792
| +59% | +$580K | 0.02% | 743 |
|
|
2024
Q1 | $1.02M | Buy |
+6,405
| New | +$970K | 0.01% | 952 |
|
|
2023
Q1 | – | Sell |
-17,466
| Closed | -$2.42M | – | 846 |
|
|
2022
Q4 | $2.42M | Sell |
17,466
-2,342
| -12% | -$331K | 0.05% | 445 |
|
|
2022
Q3 | $2.55M | Sell |
19,808
-9,532
| -32% | -$1.38M | 0.06% | 411 |
|
|
2022
Q2 | $4M | Buy |
29,340
+20,237
| +222% | +$3.01M | 0.08% | 296 |
|
|
2022
Q1 | $1.47M | Buy |
9,103
+2,202
| +32% | +$351K | 0.03% | 684 |
|
|
2021
Q4 | $1.15M | Sell |
6,901
-5,189
| -43% | -$865K | 0.02% | 779 |
|
|
2021
Q3 | $1.94M | Buy |
12,090
+3,629
| +43% | +$583K | 0.04% | 543 |
|
|
2021
Q2 | $1.4M | Buy |
+8,461
| New | +$1.4M | 0.03% | 643 |
|
|
2020
Q1 | – | Sell |
-4,392
| Closed | -$565K | – | 877 |
|
|
2019
Q4 | $565K | Sell |
4,392
-789
| -15% | -$97.6K | 0.02% | 736 |
|
|
2019
Q3 | $619K | Buy |
+5,181
| New | +$612K | 0.02% | 537 |
|
|
2019
Q2 | – | Sell |
-2,961
| Closed | -$355K | – | 1029 |
|
|
2019
Q1 | $355K | Sell |
2,961
-2,893
| -49% | -$346K | 0.02% | 633 |
|
|
2018
Q4 | $630K | Buy |
5,854
+2,638
| +82% | +$317K | 0.03% | 426 |
|
|
2018
Q3 | $428K | Buy |
3,216
+872
| +37% | +$117K | 0.02% | 641 |
|
|
2018
Q2 | $309K | Buy |
+2,344
| New | +$302K | 0.01% | 732 |
|
|
2017
Q4 | – | Sell |
-20,755
| Closed | -$2.58M | – | 853 |
|
|
2017
Q3 | $2.58M | Sell |
20,755
-7,714
| -27% | -$909K | 0.14% | 163 |
|
|
2017
Q2 | $3.38M | Buy |
28,469
+2,759
| +11% | +$324K | 0.21% | 89 |
|
|
2017
Q1 | $3.04M | Buy |
25,710
+6,366
| +33% | +$755K | 0.2% | 100 |
|
|
2016
Q4 | $2.3M | Buy |
19,344
+2,941
| +18% | +$325K | 0.18% | 106 |
|
|
2016
Q3 | $1.72M | Buy |
16,403
+2,553
| +18% | +$262K | 0.16% | 118 |
|
|
2016
Q2 | $1.35M | Buy |
13,850
+5,275
| +62% | +$502K | 0.15% | 126 |
|
|
2016
Q1 | $799K | Buy |
+8,575
| New | +$744K | 0.09% | 175 |
|
Other funds holding IWN
TWIM
DADC
TCIIS
VNIM
Atria Investments's IWN Position: Q1 2026 in Review
Atria Investments reduced its iShares Russell 2000 Value ETF (IWN) stake by 77% in Q1 2026, selling an estimated $2.2M and leaving 3,379 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #1309.
Atria Investments first reported a position in IWN in Q1 2016 and has held it in 29 quarters since. The position peaked at $4M in Q2 2022. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.
- Atria Investments held 3,379 shares of iShares Russell 2000 Value ETF worth $641K as of Q1 2026.
- Atria Investments sold 11,381 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $2.2M.
- iShares Russell 2000 Value ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1309 holding.
- Atria Investments first reported a position in iShares Russell 2000 Value ETF in Q1 2016 and has held it in 29 quarters since.
- Atria Investments's iShares Russell 2000 Value ETF position peaked at $4M in Q2 2022.
- 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.