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Atria Wealth Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Atria Wealth Solutions’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$14.4M Sell
65,847
-10,717
-14% -$2.16M 0.33% 64
2025
Q1 		$15.3M Sell
76,564
-22,621
-23% -$4.91M 0.18% 121
2024
Q4 		$21.9M Sell
99,185
-3,225
-3% -$735K 0.24% 89
2024
Q3 		$22.6M Sell
102,410
-946
-0.9% -$202K 0.25% 89
2024
Q2 		$21M Sell
103,356
-5,392
-5% -$1.09M 0.23% 90
2024
Q1 		$22.9M Buy
108,748
+6,452
+6% +$1.29M 0.26% 80
2023
Q4 		$20.5M Buy
102,296
+17,659
+21% +$3.16M 0.26% 81
2023
Q3 		$15M Buy
84,637
+5,823
+7% +$1.09M 0.21% 105
2023
Q2 		$14.8M Buy
78,814
+6,650
+9% +$1.19M 0.2% 109
2023
Q1 		$12.9M Buy
72,164
+17,412
+32% +$3.21M 0.19% 120
2022
Q4 		$9.55M Buy
54,752
+1,397
+3% +$248K 0.15% 142
2022
Q3 		$8.8M Buy
53,355
+16,111
+43% +$2.94M 0.15% 147
2022
Q2 		$6.31M Sell
37,244
-8,329
-18% -$1.54M 0.12% 192
2022
Q1 		$9.36M Buy
+45,573
New +$9.3M 0.16% 132

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares Russell 2000 ETF (IWM) stake by 14% in Q2 2025, selling an estimated $2.16M and leaving 65,847 shares worth $14.4M. The position accounts for 0.33% of the portfolio, ranked #64.

Atria Wealth Solutions first reported a position in IWM in Q1 2022 and has held it in 14 quarters since. The position peaked at $22.9M in Q1 2024. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Atria Wealth Solutions held 65,847 shares of iShares Russell 2000 ETF worth $14.4M as of Q2 2025.
  • Atria Wealth Solutions sold 10,717 iShares Russell 2000 ETF shares in Q2 2025, an estimated $2.16M.
  • iShares Russell 2000 ETF made up 0.33% of Atria Wealth Solutions's portfolio in Q2 2025, its #64 holding.
  • Atria Wealth Solutions first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Russell 2000 ETF position peaked at $22.9M in Q1 2024.
  • 2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

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