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Atria Wealth Solutions’s iShares Global 100 ETF IOO Stock Holding History

Atria Wealth Solutions’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.13M Buy
29,022
+3,152
+12% +$313K 0.07% 307
2025
Q1 		$2.49M Buy
25,870
+4,865
+23% +$491K 0.03% 555
2024
Q4 		$2.12M Sell
21,005
-9,942
-32% -$998K 0.02% 623
2024
Q3 		$3.07M Sell
30,947
-2,200
-7% -$212K 0.03% 490
2024
Q2 		$3.2M Buy
33,147
+10,423
+46% +$956K 0.04% 467
2024
Q1 		$2.03M Buy
22,724
+2,836
+14% +$240K 0.02% 633
2023
Q4 		$1.6M Buy
19,888
+3,822
+24% +$292K 0.02% 679
2023
Q3 		$1.18M Buy
16,066
+4,650
+41% +$352K 0.02% 740
2023
Q2 		$868K Sell
11,416
-491
-4% -$35.9K 0.01% 904
2023
Q1 		$834K Sell
11,907
-209
-2% -$14K 0.01% 868
2022
Q4 		$776K Sell
12,116
-1,551
-11% -$99.5K 0.01% 875
2022
Q3 		$813K Buy
13,667
+6,627
+94% +$440K 0.01% 793
2022
Q2 		$451K Sell
7,040
-4,982
-41% -$346K 0.01% 1027
2022
Q1 		$915K Buy
+12,022
New +$901K 0.02% 774

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's IOO Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares Global 100 ETF (IOO) stake by 12% in Q2 2025, buying an estimated $313K and bringing the position to 29,022 shares worth $3.13M. The position accounts for 0.07% of the portfolio, ranked #307.

Atria Wealth Solutions first reported a position in IOO in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.2M in Q2 2024. 323 funds tracked by Wall St. Rank hold IOO as of Q2 2025.

  • Atria Wealth Solutions held 29,022 shares of iShares Global 100 ETF worth $3.13M as of Q2 2025.
  • Atria Wealth Solutions bought 3,152 iShares Global 100 ETF shares in Q2 2025, an estimated $313K.
  • iShares Global 100 ETF made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #307 holding.
  • Atria Wealth Solutions first reported a position in iShares Global 100 ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Global 100 ETF position peaked at $3.2M in Q2 2024.
  • 323 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.