Atria Wealth Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Atria Wealth Solutions’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$122M	Sell	196,325 -231,134	-54%	-$133M	2.76%	1
2025 Q1	$240M	Sell	427,459 -11,599	-3%	-$6.85M	2.89%	1
2024 Q4	$258M	Sell	439,058 -31,110	-7%	-$18.4M	2.83%	2
2024 Q3	$271M	Sell	470,168 -10,467	-2%	-$5.82M	2.94%	1
2024 Q2	$263M	Sell	480,635 -22,461	-4%	-$11.8M	2.9%	3
2024 Q1	$264M	Sell	503,096 -27,606	-5%	-$13.8M	2.98%	1
2023 Q4	$253M	Buy	530,702 +54,051	+11%	+$24.2M	3.17%	2
2023 Q3	$205M	Buy	476,651 +37,395	+9%	+$16.7M	2.88%	2
2023 Q2	$196M	Buy	439,256 +37,409	+9%	+$15.8M	2.67%	2
2023 Q1	$165M	Buy	401,847 +9,736	+2%	+$3.9M	2.44%	2
2022 Q4	$151M	Buy	392,111 +13,573	+4%	+$5.24M	2.41%	2
2022 Q3	$136M	Buy	378,538 +77,390	+26%	+$30.9M	2.35%	3
2022 Q2	$114M	Sell	301,148 -27,789	-8%	-$11.4M	2.14%	2
2022 Q1	$149M	Buy	+328,937	New	+$147M	2.48%	2

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares Core S&P 500 ETF (IVV) stake by 54% in Q2 2025, selling an estimated $133M and leaving 196,325 shares worth $122M. The position accounts for 2.76% of the portfolio, ranked #1.

Atria Wealth Solutions first reported a position in IVV in Q1 2022 and has held it in 14 quarters since. The position peaked at $271M in Q3 2024. 3,621 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Atria Wealth Solutions held 196,325 shares of iShares Core S&P 500 ETF worth $122M as of Q2 2025.
Atria Wealth Solutions sold 231,134 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $133M.
iShares Core S&P 500 ETF made up 2.76% of Atria Wealth Solutions's portfolio in Q2 2025, its #1 holding.
Atria Wealth Solutions first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Core S&P 500 ETF position peaked at $271M in Q3 2024.
3,621 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

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