Atria Wealth Solutions’s iShares Micro-Cap ETF IWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,337	Closed	-$259K	–	1699
2025 Q1	$259K	Sell	2,337 -3,384	-59%	-$422K	﹤0.01%	1562
2024 Q4	$746K	Sell	5,721 -745	-12%	-$97K	0.01%	1044
2024 Q3	$797K	Buy	+6,466	New	+$781K	0.01%	1012

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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

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

Atria Wealth Solutions sold out of iShares Micro-Cap ETF (IWC) in Q2 2025, closing a stake of 2,337 shares — an estimated $259K sold.

Atria Wealth Solutions first reported a position in IWC in Q3 2024 and held it in 3 quarters. The position peaked at $797K in Q3 2024. 207 funds tracked by Wall St. Rank hold IWC as of Q2 2025.

Atria Wealth Solutions reported no remaining iShares Micro-Cap ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 2,337 iShares Micro-Cap ETF shares in Q2 2025, an estimated $259K.
Atria Wealth Solutions first reported a position in iShares Micro-Cap ETF in Q3 2024 and held it in 3 quarters.
Atria Wealth Solutions's iShares Micro-Cap ETF position peaked at $797K in Q3 2024.
207 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2025.

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