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Atria Investments’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Atria Investments’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$839K Sell
5,095
-157
-3% -$24.8K 0.01% 1210
2026
Q1 		$765K Sell
5,252
-5,945
-53% -$882K 0.01% 1209
2025
Q4 		$1.58M Buy
11,197
+150
+1% +$21K 0.02% 839
2025
Q3 		$1.54M Sell
11,047
-7,702
-41% -$1.05M 0.02% 835
2025
Q2 		$2.48M Sell
18,749
-3,301
-15% -$414K 0.03% 641
2025
Q1 		$2.78M Sell
22,050
-6,151
-22% -$801K 0.04% 572
2024
Q4 		$3.65M Buy
28,201
+5,315
+23% +$711K 0.05% 450
2024
Q3 		$3.03M Sell
22,886
-5,862
-20% -$741K 0.04% 523
2024
Q2 		$3.47M Buy
28,748
+3,411
+13% +$415K 0.04% 450
2024
Q1 		$3.18M Sell
25,337
-1,889
-7% -$222K 0.04% 486
2023
Q4 		$3.17M Sell
27,226
-246
-0.9% -$26.2K 0.05% 428
2023
Q3 		$2.87M Buy
27,472
+965
+4% +$106K 0.05% 446
2023
Q2 		$2.91M Buy
+26,507
New +$2.79M 0.05% 430
2023
Q1 		– Sell
-13,898
Closed -$1.46M – 849
2022
Q4 		$1.46M Sell
13,898
-14,155
-50% -$1.48M 0.03% 620
2022
Q3 		$2.69M Buy
28,053
+3,375
+14% +$361K 0.06% 393
2022
Q2 		$2.51M Sell
24,678
-4,888
-17% -$547K 0.05% 423
2022
Q1 		$3.54M Buy
29,566
+18,139
+159% +$2.14M 0.06% 379
2021
Q4 		$1.4M Buy
11,427
+616
+6% +$73.5K 0.02% 703
2021
Q3 		$1.22M Buy
+10,811
New +$1.25M 0.02% 710
2018
Q3 		– Sell
-3,219
Closed -$285K – 1009
2018
Q2 		$285K Sell
3,219
-23
-0.7% -$2.02K 0.01% 757
2018
Q1 		$280K Sell
3,242
-1,802
-36% -$160K 0.01% 704
2017
Q4 		$450K Buy
5,044
+119
+2% +$10.3K 0.02% 506
2017
Q3 		$418K Buy
4,925
+534
+12% +$44.8K 0.02% 496
2017
Q2 		$369K Sell
4,391
-38,544
-90% -$3.21M 0.02% 503
2017
Q1 		$3.56M Buy
42,935
+5,437
+14% +$449K 0.23% 80
2016
Q4 		$3.02M Buy
37,498
+5,019
+15% +$391K 0.23% 77
2016
Q3 		$2.49M Buy
32,479
+3,311
+11% +$253K 0.23% 68
2016
Q2 		$2.16M Buy
29,168
+15,582
+115% +$1.13M 0.23% 65
2016
Q1 		$964K Buy
+13,586
New +$896K 0.11% 151

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atria Investments's IWS Position: Q2 2026 in Review

Atria Investments reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 3% in Q2 2026, selling an estimated $24.8K and leaving 5,095 shares worth $839K. The position accounts for 0.01% of the portfolio, ranked #1210.

Atria Investments first reported a position in IWS in Q1 2016 and has held it in 29 quarters since. The position peaked at $3.65M in Q4 2024. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Atria Investments held 5,095 shares of iShares Russell Mid-Cap Value ETF worth $839K as of Q2 2026.
  • Atria Investments sold 157 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $24.8K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1210 holding.
  • Atria Investments first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2016 and has held it in 29 quarters since.
  • Atria Investments's iShares Russell Mid-Cap Value ETF position peaked at $3.65M in Q4 2024.
  • 1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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