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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
2023
Q3 		– Sell
-21,600
Closed -$1.49M – 1920
2023
Q2 		$1.49M Buy
+21,600
New +$1.37M 0.02% 682

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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. 2,295 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.
  • 2,295 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.