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

Atria Wealth Solutions’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.82M Sell
19,651
-80,973
-80% -$15M 0.09% 260
2025
Q1 		$18.9M Buy
100,624
+2,357
+2% +$449K 0.23% 93
2024
Q4 		$18.2M Buy
98,267
+2,377
+2% +$456K 0.2% 101
2024
Q3 		$18.2M Sell
95,890
-2,518
-3% -$459K 0.2% 111
2024
Q2 		$17.2M Sell
98,408
-2,587
-3% -$452K 0.19% 108
2024
Q1 		$18.1M Sell
100,995
-12,759
-11% -$2.16M 0.2% 104
2023
Q4 		$18.8M Sell
113,754
-4,956
-4% -$765K 0.24% 97
2023
Q3 		$18.1M Buy
118,710
+13,045
+12% +$2.07M 0.25% 87
2023
Q2 		$16.7M Buy
105,665
+8,004
+8% +$1.22M 0.23% 95
2023
Q1 		$14.9M Sell
97,661
-750
-0.8% -$116K 0.22% 99
2022
Q4 		$14.9M Buy
98,411
+30
+0% +$4.49K 0.24% 96
2022
Q3 		$13.4M Buy
98,381
+39,772
+68% +$5.98M 0.23% 98
2022
Q2 		$8.5M Sell
58,609
-23,528
-29% -$3.68M 0.16% 138
2022
Q1 		$13.6M Buy
+82,137
New +$13.5M 0.23% 92

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares Russell 1000 Value ETF (IWD) stake by 80% in Q2 2025, selling an estimated $15M and leaving 19,651 shares worth $3.82M. The position accounts for 0.09% of the portfolio, ranked #260.

Atria Wealth Solutions first reported a position in IWD in Q1 2022 and has held it in 14 quarters since. The position peaked at $18.9M in Q1 2025. 1,737 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

  • Atria Wealth Solutions held 19,651 shares of iShares Russell 1000 Value ETF worth $3.82M as of Q2 2025.
  • Atria Wealth Solutions sold 80,973 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $15M.
  • iShares Russell 1000 Value ETF made up 0.09% of Atria Wealth Solutions's portfolio in Q2 2025, its #260 holding.
  • Atria Wealth Solutions first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Russell 1000 Value ETF position peaked at $18.9M in Q1 2025.
  • 1,737 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

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