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Atria Investments’s iShares Russell 3000 ETF IWV Stock Holding History

Atria Investments’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$855K Buy
+2,004
New +$826K 0.01% 1199
2026
Q1 		– Sell
-2,616
Closed -$1.01M – 2104
2025
Q4 		$1.01M Sell
2,616
-960
-27% -$368K 0.01% 1055
2025
Q3 		$1.36M Buy
+3,576
New +$1.3M 0.02% 904
2025
Q1 		– Sell
-7,760
Closed -$2.59M – 1958
2024
Q4 		$2.59M Buy
+7,760
New +$2.61M 0.03% 582
2024
Q3 		– Sell
-1,947
Closed -$601K – 1977
2024
Q2 		$601K Sell
1,947
-6,308
-76% -$1.88M 0.01% 1215
2024
Q1 		$2.48M Buy
8,255
+4,211
+104% +$1.2M 0.03% 573
2023
Q4 		$1.11M Sell
4,044
-3,937
-49% -$1M 0.02% 851
2023
Q3 		$1.96M Buy
7,981
+1,783
+29% +$456K 0.03% 575
2023
Q2 		$1.58M Buy
+6,198
New +$1.49M 0.03% 648
2023
Q1 		– Sell
-9,268
Closed -$2.05M – 850
2022
Q4 		$2.05M Buy
+9,268
New +$2.06M 0.04% 499
2022
Q3 		– Sell
-8,923
Closed -$1.94M – 771
2022
Q2 		$1.94M Buy
8,923
+4,914
+123% +$1.16M 0.04% 514
2022
Q1 		$1.05M Buy
4,009
+283
+8% +$73.3K 0.02% 833
2021
Q4 		$1.03M Buy
+3,726
New +$1.01M 0.02% 825
2019
Q4 		– Sell
-1,259
Closed -$219K – 1218
2019
Q3 		$219K Buy
+1,259
New +$218K 0.01% 817
2019
Q1 		– Sell
-11,838
Closed -$1.74M – 988
2018
Q4 		$1.74M Buy
+11,838
New +$1.88M 0.08% 198
2018
Q2 		– Sell
-2,485
Closed -$389K – 980
2018
Q1 		$389K Buy
+2,485
New +$401K 0.02% 592
2014
Q3 		– Sell
-14,164
Closed -$1.67M – 472
2014
Q2 		$1.67M Buy
14,164
+1,138
+9% +$129K 0.17% 114
2014
Q1 		$1.46M Buy
13,026
+3,395
+35% +$375K 0.15% 121
2013
Q4 		$1.07M Buy
9,631
+2,212
+30% +$235K 0.11% 177
2013
Q3 		$750K Buy
+7,419
New +$743K 0.08% 216

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Investments's IWV Position: Q2 2026 in Review

Atria Investments opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 2,004 shares worth $855K. The stake represents 0.01% of the portfolio and ranks #1199 among its holdings. This is a return to the name: Atria Investments previously reported a position in IWV as recently as Q4 2025.

Atria Investments first reported a position in IWV in Q3 2013 and has held it in 20 quarters since. The position peaked at $2.59M in Q4 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Atria Investments held 2,004 shares of iShares Russell 3000 ETF worth $855K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Atria Investments position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1199 holding.
  • Atria Investments first reported a position in iShares Russell 3000 ETF in Q3 2013 and has held it in 20 quarters since.
  • Atria Investments's iShares Russell 3000 ETF position peaked at $2.59M in Q4 2024.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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