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 Q2	$257K	Sell	2,444 -1,140	-32%	-$115K	﹤0.01%	1942
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 $29.1B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

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

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Atria Investments's IWX Position: Q2 2026 in Review

Atria Investments reduced its iShares Russell Top 200 Value ETF (IWX) stake by 32% in Q2 2026, selling an estimated $115K and leaving 2,444 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Atria Investments first reported a position in IWX in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.91M in Q4 2023. 270 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Atria Investments held 2,444 shares of iShares Russell Top 200 Value ETF worth $257K as of Q2 2026.
Atria Investments sold 1,140 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $115K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1942 holding.
Atria Investments first reported a position in iShares Russell Top 200 Value ETF in Q3 2023 and has held it in 8 quarters since.
Atria Investments's iShares Russell Top 200 Value ETF position peaked at $1.91M in Q4 2023.
270 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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