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Atria Wealth Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Atria Wealth Solutions’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.94M Sell
11,609
-25,761
-69% -$8.09M 0.09% 257
2025
Q1 		$11.5M Buy
37,370
+1,873
+5% +$606K 0.14% 157
2024
Q4 		$11.4M Buy
35,497
+448
+1% +$145K 0.13% 170
2024
Q3 		$11M Sell
35,049
-244
-0.7% -$73.9K 0.12% 178
2024
Q2 		$10.5M Sell
35,293
-364
-1% -$105K 0.12% 182
2024
Q1 		$10.3M Buy
35,657
+4,678
+15% +$1.28M 0.12% 190
2023
Q4 		$8.12M Buy
30,979
+3,156
+11% +$773K 0.1% 204
2023
Q3 		$6.56M Buy
27,823
+2,757
+11% +$675K 0.09% 226
2023
Q2 		$6.11M Sell
25,066
-655
-3% -$151K 0.08% 235
2023
Q1 		$5.79M Sell
25,721
-5,555
-18% -$1.22M 0.09% 232
2022
Q4 		$6.58M Buy
31,276
+4,110
+15% +$870K 0.11% 205
2022
Q3 		$5.36M Buy
27,166
+2,443
+10% +$536K 0.09% 221
2022
Q2 		$5.14M Buy
24,723
+5,340
+28% +$1.21M 0.1% 231
2022
Q1 		$4.85M Buy
+19,383
New +$4.79M 0.08% 261

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares Russell 1000 ETF (IWB) stake by 69% in Q2 2025, selling an estimated $8.09M and leaving 11,609 shares worth $3.94M. The position accounts for 0.09% of the portfolio, ranked #257.

Atria Wealth Solutions first reported a position in IWB in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.5M in Q1 2025. 1,391 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • Atria Wealth Solutions held 11,609 shares of iShares Russell 1000 ETF worth $3.94M as of Q2 2025.
  • Atria Wealth Solutions sold 25,761 iShares Russell 1000 ETF shares in Q2 2025, an estimated $8.09M.
  • iShares Russell 1000 ETF made up 0.09% of Atria Wealth Solutions's portfolio in Q2 2025, its #257 holding.
  • Atria Wealth Solutions first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Russell 1000 ETF position peaked at $11.5M in Q1 2025.
  • 1,391 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

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