Atria Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $670K | Sell |
6,891
-27,624
| -80% | -$2.76M | 0.01% | 1288 |
|
|
2025
Q4 | $3.32M | Buy |
34,515
+1,988
| +6% | +$191K | 0.04% | 524 |
|
|
2025
Q3 | $3.14M | Buy |
32,527
+6,128
| +23% | +$581K | 0.04% | 553 |
|
|
2025
Q2 | $2.43M | Buy |
26,399
+2,856
| +12% | +$247K | 0.03% | 648 |
|
|
2025
Q1 | $2M | Sell |
23,543
-1,891
| -7% | -$169K | 0.03% | 700 |
|
|
2024
Q4 | $2.25M | Buy |
25,434
+21,363
| +525% | +$1.94M | 0.03% | 632 |
|
|
2024
Q3 | $359K | Sell |
4,071
-8,260
| -67% | -$696K | ﹤0.01% | 1514 |
|
|
2024
Q2 | $1,000K | Sell |
12,331
-4,868
| -28% | -$396K | 0.01% | 925 |
|
|
2024
Q1 | $1.45M | Sell |
17,199
-11,905
| -41% | -$943K | 0.02% | 784 |
|
|
2023
Q4 | $2.26M | Buy |
29,104
+7,202
| +33% | +$512K | 0.04% | 552 |
|
|
2023
Q3 | $1.52M | Sell |
21,902
-1,313
| -6% | -$95.8K | 0.03% | 675 |
|
|
2023
Q2 | $1.7M | Buy |
23,215
+4,988
| +27% | +$347K | 0.03% | 613 |
|
|
2023
Q1 | $1.27M | Sell |
18,227
-18,242
| -50% | -$1.29M | 0.02% | 714 |
|
|
2022
Q4 | $2.46M | Buy |
36,469
+680
| +2% | +$45.9K | 0.05% | 438 |
|
|
2022
Q3 | $2.22M | Sell |
35,789
-3,284
| -8% | -$226K | 0.05% | 446 |
|
|
2022
Q2 | $2.53M | Sell |
39,073
-26,580
| -40% | -$1.89M | 0.05% | 421 |
|
|
2022
Q1 | $5.12M | Buy |
65,653
+30,271
| +86% | +$2.33M | 0.09% | 279 |
|
|
2021
Q4 | $2.94M | Sell |
35,382
-2,920
| -8% | -$240K | 0.05% | 416 |
|
|
2021
Q3 | $3M | Buy |
38,302
+14,841
| +63% | +$1.19M | 0.05% | 391 |
|
|
2021
Q2 | $1.86M | Buy |
+23,461
| New | +$1.82M | 0.04% | 530 |
|
|
2020
Q1 | – | Sell |
-6,059
| Closed | -$361K | – | 880 |
|
|
2019
Q4 | $361K | Sell |
6,059
-20,259
| -77% | -$1.16M | 0.01% | 910 |
|
|
2019
Q3 | $1.47M | Buy |
26,318
+19,308
| +275% | +$1.08M | 0.05% | 304 |
|
|
2019
Q2 | $381K | Sell |
7,010
-63,300
| -90% | -$3.47M | 0.01% | 660 |
|
|
2019
Q1 | $3.79M | Buy |
70,310
+39,726
| +130% | +$2.06M | 0.16% | 121 |
|
|
2018
Q4 | $1.42M | Buy |
30,584
+26,876
| +725% | +$1.36M | 0.06% | 228 |
|
|
2018
Q3 | $204K | Sell |
3,708
-420
| -10% | -$23K | 0.01% | 936 |
|
|
2018
Q2 | $219K | Sell |
4,128
-7,324
| -64% | -$386K | 0.01% | 866 |
|
|
2018
Q1 | $591K | Sell |
11,452
-36,448
| -76% | -$1.92M | 0.03% | 473 |
|
|
2017
Q4 | $2.49M | Buy |
47,900
+37,568
| +364% | +$1.91M | 0.12% | 186 |
|
|
2017
Q3 | $509K | Sell |
10,332
-348
| -3% | -$16.8K | 0.03% | 453 |
|
|
2017
Q2 | $513K | Sell |
10,680
-31,868
| -75% | -$1.51M | 0.03% | 428 |
|
|
2017
Q1 | $1.99M | Sell |
42,548
-11,720
| -22% | -$543K | 0.13% | 181 |
|
|
2016
Q4 | $2.43M | Buy |
54,268
+24,276
| +81% | +$1.06M | 0.19% | 100 |
|
|
2016
Q3 | $1.31M | Sell |
29,992
-6,848
| -19% | -$297K | 0.12% | 154 |
|
|
2016
Q2 | $1.55M | Buy |
36,840
+5,280
| +17% | +$218K | 0.17% | 103 |
|
|
2016
Q1 | $1.28M | Sell |
31,560
-29,920
| -49% | -$1.14M | 0.15% | 108 |
|
|
2015
Q4 | $2.31M | Buy |
61,480
+40,080
| +187% | +$1.63M | 0.25% | 63 |
|
|
2015
Q3 | $832K | Sell |
21,400
-14,176
| -40% | -$587K | 0.12% | 133 |
|
|
2015
Q2 | $1.51M | Sell |
35,576
-756
| -2% | -$32.9K | 0.18% | 80 |
|
|
2015
Q1 | $1.57M | Sell |
36,332
-2,284
| -6% | -$97.1K | 0.18% | 81 |
|
|
2014
Q4 | $1.61M | Buy |
38,616
+17,492
| +83% | +$710K | 0.17% | 96 |
|
|
2014
Q3 | $836K | Sell |
21,124
-17,256
| -45% | -$695K | 0.09% | 203 |
|
|
2014
Q2 | $1.56M | Buy |
38,380
+2,732
| +8% | +$107K | 0.16% | 121 |
|
|
2014
Q1 | $1.38M | Buy |
35,648
+4,908
| +16% | +$186K | 0.14% | 134 |
|
|
2013
Q4 | $1.15M | Buy |
30,740
+5,816
| +23% | +$210K | 0.11% | 168 |
|
|
2013
Q3 | $867K | Buy |
24,924
+6,924
| +38% | +$237K | 0.09% | 186 |
|
|
2013
Q2 | $585K | Buy |
+18,000
| New | +$583K | 0.07% | 164 |
|
Other funds holding IWR
Atria Investments's IWR Position: Q1 2026 in Review
Atria Investments reduced its iShares Russell Mid-Cap ETF (IWR) stake by 80% in Q1 2026, selling an estimated $2.76M and leaving 6,891 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #1288.
Atria Investments first reported a position in IWR in Q2 2013 and has held it in 47 quarters since. The position peaked at $5.12M in Q1 2022. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Atria Investments held 6,891 shares of iShares Russell Mid-Cap ETF worth $670K as of Q1 2026.
- Atria Investments sold 27,624 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $2.76M.
- iShares Russell Mid-Cap ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1288 holding.
- Atria Investments first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 47 quarters since.
- Atria Investments's iShares Russell Mid-Cap ETF position peaked at $5.12M in Q1 2022.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.