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Atria Investments’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Atria Investments’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,718
Closed -$470K – 2081
2025
Q3 		$470K Buy
+1,718
New +$444K 0.01% 1445
2025
Q1 		– Sell
-2,510
Closed -$591K – 1959
2024
Q4 		$591K Buy
+2,510
New +$576K 0.01% 1243
2024
Q3 		– Sell
-5,807
Closed -$1.25M – 1978
2024
Q2 		$1.25M Sell
5,807
-8,732
-60% -$1.74M 0.02% 830
2024
Q1 		$2.84M Buy
14,539
+1,795
+14% +$336K 0.04% 524
2023
Q4 		$2.23M Buy
+12,744
New +$2.09M 0.03% 556
2023
Q3 		– Sell
-11,823
Closed -$1.87M – 866
2023
Q2 		$1.87M Buy
11,823
+339
+3% +$49.4K 0.03% 581
2023
Q1 		$1.6M Buy
+11,484
New +$1.49M 0.03% 623
2020
Q4 		– Sell
-21,833
Closed -$2.65M – 682
2020
Q3 		$2.65M Buy
21,833
+10,403
+91% +$1.23M 0.08% 264
2020
Q2 		$1.22M Buy
+11,430
New +$1.12M 0.04% 449
2020
Q1 		– Sell
-14,536
Closed -$1.4M – 881
2019
Q4 		$1.4M Sell
14,536
-161
-1% -$14.7K 0.04% 421
2019
Q3 		$1.28M Sell
14,697
-496
-3% -$43.3K 0.05% 345
2019
Q2 		$1.3M Sell
15,193
-783
-5% -$65.9K 0.05% 329
2019
Q1 		$1.31M Buy
15,976
+2,450
+18% +$191K 0.06% 286
2018
Q4 		$970K Buy
13,526
+2,253
+20% +$174K 0.04% 315
2018
Q3 		$963K Buy
11,273
+1,916
+20% +$158K 0.04% 404
2018
Q2 		$733K Buy
9,357
+2,131
+29% +$163K 0.03% 444
2018
Q1 		$533K Buy
7,226
+1,410
+24% +$108K 0.03% 496
2017
Q4 		$425K Sell
5,816
-53,368
-90% -$3.8M 0.02% 524
2017
Q3 		$4.01M Buy
59,184
+13,812
+30% +$919K 0.22% 82
2017
Q2 		$2.93M Buy
+45,372
New +$2.88M 0.18% 113

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Investments's IWY Position: Q4 2025 in Review

Atria Investments sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2025, closing a stake of 1,718 shares — an estimated $470K sold.

Atria Investments first reported a position in IWY in Q2 2017 and held it in 20 quarters. The position peaked at $4.01M in Q3 2017. 648 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

  • Atria Investments reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 1,718 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $470K.
  • Atria Investments first reported a position in iShares Russell Top 200 Growth ETF in Q2 2017 and held it in 20 quarters.
  • Atria Investments's iShares Russell Top 200 Growth ETF position peaked at $4.01M in Q3 2017.
  • 648 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.