Atria Investments’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Atria Investments’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$332K	Sell	3,584 -1,156	-24%	-$110K	﹤0.01%	1686
2025 Q4	$435K	Buy	+4,740	New	+$425K	﹤0.01%	1531
2025 Q2	–	Sell	-4,609	Closed	-$379K	–	2038
2025 Q1	$379K	Buy	+4,609	New	+$379K	﹤0.01%	1494
2024 Q4	–	Sell	-7,916	Closed	-$643K	–	1917
2024 Q3	$643K	Buy	+7,916	New	+$618K	0.01%	1206
2024 Q2	–	Sell	-22,254	Closed	-$1.7M	–	1914
2024 Q1	$1.7M	Sell	22,254 -5,024	-18%	-$363K	0.02%	725
2023 Q4	$1.91M	Buy	27,278 +10,430	+62%	+$692K	0.03%	614
2023 Q3	$1.1M	Buy	+16,848	New	+$1.14M	0.02%	796

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Atria Investments's IWX Position: Q1 2026 in Review

Atria Investments reduced its iShares Russell Top 200 Value ETF (IWX) stake by 24% in Q1 2026, selling an estimated $110K and leaving 3,584 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Atria Investments first reported a position in IWX in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.91M in Q4 2023. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Atria Investments held 3,584 shares of iShares Russell Top 200 Value ETF worth $332K as of Q1 2026.
Atria Investments sold 1,156 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $110K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1686 holding.
Atria Investments first reported a position in iShares Russell Top 200 Value ETF in Q3 2023 and has held it in 7 quarters since.
Atria Investments's iShares Russell Top 200 Value ETF position peaked at $1.91M in Q4 2023.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

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