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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.04M	Sell	47,432 -254,352	-84%	-$24.3M	0.11%	212
2025 Q1	$27.2M	Buy	301,784 +12,544	+4%	+$1.24M	0.33%	59
2024 Q4	$29M	Buy	289,240 +20,952	+8%	+$2.06M	0.32%	62
2024 Q3	$25.2M	Buy	268,288 +13,152	+5%	+$1.19M	0.27%	77
2024 Q2	$23.2M	Buy	255,136 +5,804	+2%	+$496K	0.26%	79
2024 Q1	$21M	Sell	249,332 -4,708	-2%	-$379K	0.24%	93
2023 Q4	$19.3M	Sell	254,040 -21,004	-8%	-$1.49M	0.24%	92
2023 Q3	$18.3M	Sell	275,044 -2,112	-0.8%	-$146K	0.26%	85
2023 Q2	$19.1M	Buy	277,156 +20,596	+8%	+$1.31M	0.26%	81
2023 Q1	$15.7M	Buy	256,560 +1,952	+0.8%	+$112K	0.23%	93
2022 Q4	$13.6M	Buy	254,608 +10,872	+4%	+$598K	0.22%	105
2022 Q3	$12.8M	Buy	243,736 +116,488	+92%	+$6.85M	0.22%	100
2022 Q2	$6.96M	Sell	127,248 -46,572	-27%	-$2.8M	0.13%	169
2022 Q1	$12.1M	Buy	+173,820	New	+$11.9M	0.2%	111

Other funds holding IWF

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

Atria Wealth Solutions reduced its iShares Russell 1000 Growth ETF (IWF) stake by 84% in Q2 2025, selling an estimated $24.3M and leaving 47,432 shares worth $5.04M. The position accounts for 0.11% of the portfolio, ranked #212.

Atria Wealth Solutions first reported a position in IWF in Q1 2022 and has held it in 14 quarters since. The position peaked at $29M in Q4 2024. 2,299 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Atria Wealth Solutions held 47,432 shares of iShares Russell 1000 Growth ETF worth $5.04M as of Q2 2025.
Atria Wealth Solutions sold 254,352 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $24.3M.
iShares Russell 1000 Growth ETF made up 0.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #212 holding.
Atria Wealth Solutions first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Russell 1000 Growth ETF position peaked at $29M in Q4 2024.
2,299 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

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