Atria Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Atria Investments’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.84M	Buy	26,212 +11,422	+77%	+$1.57M	0.04%	473
2026 Q1	$1.89M	Sell	14,790 -10,297	-41%	-$1.39M	0.02%	733
2025 Q4	$3.44M	Buy	25,087 +11,944	+91%	+$1.67M	0.04%	507
2025 Q3	$1.87M	Buy	13,143 +6,780	+107%	+$958K	0.02%	750
2025 Q2	$882K	Buy	6,363 +656	+11%	+$83K	0.01%	1099
2025 Q1	$670K	Sell	5,707 -7,103	-55%	-$913K	0.01%	1192
2024 Q4	$1.62M	Buy	12,810 +7,662	+149%	+$974K	0.02%	770
2024 Q3	$604K	Sell	5,148 -6,057	-54%	-$677K	0.01%	1233
2024 Q2	$1.24M	Buy	11,205 +1,085	+11%	+$119K	0.02%	831
2024 Q1	$1.16M	Sell	10,120 -915	-8%	-$99K	0.02%	893
2023 Q4	$1.15M	Sell	11,035 -2,784	-20%	-$264K	0.02%	840
2023 Q3	$1.26M	Sell	13,819 -442	-3%	-$42.3K	0.02%	750
2023 Q2	$1.38M	Buy	+14,261	New	+$1.3M	0.02%	701
2023 Q1	–	Sell	-23,222	Closed	-$1.94M	–	848
2022 Q4	$1.94M	Sell	23,222 -9,630	-29%	-$810K	0.04%	523
2022 Q3	$2.58M	Sell	32,852 -15,404	-32%	-$1.33M	0.06%	407
2022 Q2	$3.82M	Buy	48,256 +18,558	+62%	+$1.62M	0.08%	306
2022 Q1	$2.98M	Buy	29,698 +11,281	+61%	+$1.12M	0.05%	429
2021 Q4	$2.12M	Buy	18,417 +5,373	+41%	+$626K	0.04%	544
2021 Q3	$1.46M	Buy	+13,044	New	+$1.5M	0.03%	651
2020 Q4	–	Sell	-12,194	Closed	-$1.05M	–	681
2020 Q3	$1.05M	Buy	+12,194	New	+$1.03M	0.03%	552
2020 Q1	–	Sell	-8,392	Closed	-$640K	–	879
2019 Q4	$640K	Buy	8,392 +4,906	+141%	+$360K	0.02%	695
2019 Q3	$246K	Buy	3,486 +454	+15%	+$32.6K	0.01%	782
2019 Q2	$213K	Sell	3,032 -486	-14%	-$33.8K	0.01%	888
2019 Q1	$239K	Sell	3,518 -704	-17%	-$45.2K	0.01%	795
2018 Q4	$240K	Sell	4,222 -1,694	-29%	-$103K	0.01%	743
2018 Q3	$401K	Sell	5,916 -476	-7%	-$31.6K	0.02%	660
2018 Q2	$405K	Sell	6,392 -8,626	-57%	-$543K	0.02%	638
2018 Q1	$923K	Sell	15,018 -892	-6%	-$55.7K	0.04%	360
2017 Q4	$960K	Buy	15,910 +1,518	+11%	+$89.2K	0.05%	344
2017 Q3	$814K	Buy	14,392 +1,012	+8%	+$55.5K	0.04%	362
2017 Q2	$723K	Buy	13,380 +4,204	+46%	+$224K	0.04%	351
2017 Q1	$476K	Buy	+9,176	New	+$468K	0.03%	404
2015 Q1	–	Sell	-29,852	Closed	-$1.39M	–	422
2014 Q4	$1.39M	Sell	29,852 -448	-1%	-$20.3K	0.15%	113
2014 Q3	$1.34M	Buy	30,300 +166	+0.6%	+$7.41K	0.14%	125
2014 Q2	$1.35M	Sell	30,134 -50	-0.2%	-$2.15K	0.13%	140
2014 Q1	$1.29M	Buy	30,184 +1,266	+4%	+$53.9K	0.13%	143
2013 Q4	$1.22M	Buy	28,918 +444	+2%	+$17.9K	0.12%	149
2013 Q3	$1.11M	Buy	+28,474	New	+$1.09M	0.12%	147

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Atria Investments's IWP Position: Q2 2026 in Review

Atria Investments increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 77% in Q2 2026, buying an estimated $1.57M and bringing the position to 26,212 shares worth $3.84M. The position accounts for 0.04% of the portfolio, ranked #473.

Atria Investments first reported a position in IWP in Q3 2013 and has held it in 38 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Atria Investments held 26,212 shares of iShares Russell Mid-Cap Growth ETF worth $3.84M as of Q2 2026.
Atria Investments bought 11,422 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.57M.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #473 holding.
Atria Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2013 and has held it in 38 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.