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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
Q1 		– Sell
-2,300
Closed -$1.35M – 1973
2024
Q4 		$1.35M Sell
2,300
-200
-8% -$118K 0.01% 805
2024
Q3 		$1.44M Buy
2,500
+500
+25% +$278K 0.02% 770
2024
Q2 		$1.09M Buy
+2,000
New +$1.05M 0.01% 859

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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. 3,616 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.
  • 3,616 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.