Atria Wealth Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$36.6M	Sell	332,486 -385,775	-54%	-$38.2M	0.83%	12
2025 Q1	$66.7M	Buy	718,261 +8,649	+1%	+$872K	0.8%	16
2024 Q4	$72M	Sell	709,612 -24,694	-3%	-$2.46M	0.79%	15
2024 Q3	$70.3M	Sell	734,306 -110,338	-13%	-$10.2M	0.76%	16
2024 Q2	$78.2M	Buy	844,644 +253,351	+43%	+$21.8M	0.86%	14
2024 Q1	$49.9M	Buy	591,293 +138,008	+30%	+$11.1M	0.56%	25
2023 Q4	$34M	Buy	453,285 +48,252	+12%	+$3.43M	0.43%	37
2023 Q3	$27.8M	Buy	405,033 +160,207	+65%	+$11.3M	0.39%	47
2023 Q2	$17.3M	Sell	244,826 -15,877	-6%	-$1.05M	0.24%	94
2023 Q1	$16.7M	Buy	260,703 +51,401	+25%	+$3.14M	0.25%	88
2022 Q4	$12.2M	Buy	209,302 +29,181	+16%	+$1.75M	0.2%	115
2022 Q3	$10.4M	Buy	180,121 +11,979	+7%	+$778K	0.18%	119
2022 Q2	$10.1M	Sell	168,142 -70,172	-29%	-$4.64M	0.19%	117
2022 Q1	$18.2M	Buy	+238,314	New	+$17.9M	0.3%	66

Other funds holding IVW

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares S&P 500 Growth ETF (IVW) stake by 54% in Q2 2025, selling an estimated $38.2M and leaving 332,486 shares worth $36.6M. The position accounts for 0.83% of the portfolio, ranked #12.

Atria Wealth Solutions first reported a position in IVW in Q1 2022 and has held it in 14 quarters since. The position peaked at $78.2M in Q2 2024. 1,887 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Atria Wealth Solutions held 332,486 shares of iShares S&P 500 Growth ETF worth $36.6M as of Q2 2025.
Atria Wealth Solutions sold 385,775 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $38.2M.
iShares S&P 500 Growth ETF made up 0.83% of Atria Wealth Solutions's portfolio in Q2 2025, its #12 holding.
Atria Wealth Solutions first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares S&P 500 Growth ETF position peaked at $78.2M in Q2 2024.
1,887 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

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