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Atria Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Atria Investments’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.2M Sell
3,823
-3,468
-48% -$1.15M 0.01% 962
2025
Q4 		$2.36M Buy
7,291
+3,136
+75% +$1.02M 0.03% 660
2025
Q3 		$1.33M Buy
4,155
+2,014
+94% +$608K 0.02% 906
2025
Q2 		$612K Sell
2,141
-1,168
-35% -$307K 0.01% 1312
2025
Q1 		$845K Sell
3,309
-10,423
-76% -$2.94M 0.01% 1078
2024
Q4 		$3.95M Buy
13,732
+10,908
+386% +$3.23M 0.05% 429
2024
Q3 		$802K Sell
2,824
-4,327
-61% -$1.19M 0.01% 1091
2024
Q2 		$1.88M Buy
7,151
+664
+10% +$172K 0.02% 670
2024
Q1 		$1.76M Buy
6,487
+1,861
+40% +$476K 0.02% 708
2023
Q4 		$1.17M Sell
4,626
-1,048
-18% -$236K 0.02% 831
2023
Q3 		$1.27M Buy
5,674
+417
+8% +$99.8K 0.02% 745
2023
Q2 		$1.28M Buy
+5,257
New +$1.21M 0.02% 738
2023
Q1 		– Sell
-18,597
Closed -$3.99M – 847
2022
Q4 		$3.99M Sell
18,597
-3,444
-16% -$755K 0.08% 304
2022
Q3 		$4.55M Sell
22,041
-6,502
-23% -$1.46M 0.1% 246
2022
Q2 		$5.89M Buy
28,543
+11,087
+64% +$2.47M 0.12% 203
2022
Q1 		$4.46M Buy
17,456
+8,160
+88% +$2.09M 0.08% 309
2021
Q4 		$2.72M Buy
9,296
+3,053
+49% +$920K 0.05% 444
2021
Q3 		$1.83M Buy
6,243
+1,699
+37% +$510K 0.03% 560
2021
Q2 		$1.42M Buy
+4,544
New +$1.37M 0.03% 641
2020
Q4 		– Sell
-9,002
Closed -$1.99M – 680
2020
Q3 		$1.99M Buy
+9,002
New +$1.97M 0.06% 343
2020
Q1 		– Sell
-1,685
Closed -$361K – 878
2019
Q4 		$361K Sell
1,685
-918
-35% -$186K 0.01% 909
2019
Q3 		$502K Buy
+2,603
New +$516K 0.02% 575
2019
Q2 		– Sell
-1,996
Closed -$393K – 1030
2019
Q1 		$393K Sell
1,996
-8,353
-81% -$1.59M 0.02% 605
2018
Q4 		$1.74M Buy
10,349
+2,547
+33% +$475K 0.08% 197
2018
Q3 		$1.68M Buy
7,802
+93
+1% +$19.8K 0.07% 272
2018
Q2 		$1.57M Sell
7,709
-424
-5% -$84.8K 0.07% 275
2018
Q1 		$1.55M Sell
8,133
-1,219
-13% -$234K 0.07% 251
2017
Q4 		$1.75M Buy
9,352
+6,612
+241% +$1.21M 0.09% 233
2017
Q3 		$490K Buy
2,740
+680
+33% +$116K 0.03% 461
2017
Q2 		$348K Buy
2,060
+354
+21% +$58.3K 0.02% 518
2017
Q1 		$276K Sell
1,706
-2,208
-56% -$350K 0.02% 546
2016
Q4 		$603K Buy
3,914
+2,196
+128% +$328K 0.05% 306
2016
Q3 		$256K Sell
1,718
-1,611
-48% -$235K 0.02% 444
2016
Q2 		$463K Buy
+3,329
New +$449K 0.05% 278

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Atria Investments's IWO Position: Q1 2026 in Review

Atria Investments reduced its iShares Russell 2000 Growth ETF (IWO) stake by 48% in Q1 2026, selling an estimated $1.15M and leaving 3,823 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #962.

Atria Investments first reported a position in IWO in Q2 2016 and has held it in 34 quarters since. The position peaked at $5.89M in Q2 2022. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Atria Investments held 3,823 shares of iShares Russell 2000 Growth ETF worth $1.2M as of Q1 2026.
  • Atria Investments sold 3,468 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $1.15M.
  • iShares Russell 2000 Growth ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #962 holding.
  • Atria Investments first reported a position in iShares Russell 2000 Growth ETF in Q2 2016 and has held it in 34 quarters since.
  • Atria Investments's iShares Russell 2000 Growth ETF position peaked at $5.89M in Q2 2022.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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