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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
2023
Q1 		– Sell
-8,000
Closed -$1.39M – 1909
2022
Q4 		$1.39M Buy
+8,000
New +$1.42M 0.02% 628

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 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. 2,362 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.
  • 2,362 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.