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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$543K	Sell	3,386 -14,146	-81%	-$2.11M	0.01%	880
2025 Q1	$2.65M	Sell	17,532 -168	-0.9%	-$27.1K	0.03%	537
2024 Q4	$2.91M	Sell	17,700 -1,147	-6%	-$196K	0.03%	512
2024 Q3	$3.14M	Sell	18,847 -1,547	-8%	-$251K	0.03%	483
2024 Q2	$3.11M	Buy	20,394 +632	+3%	+$96.7K	0.03%	479
2024 Q1	$3.14M	Buy	19,762 +1,720	+10%	+$260K	0.04%	478
2023 Q4	$2.8M	Buy	18,042 +323	+2%	+$44.7K	0.04%	491
2023 Q3	$2.41M	Sell	17,719 -2,870	-14%	-$412K	0.03%	499
2023 Q2	$2.9M	Buy	20,589 +479	+2%	+$64.8K	0.04%	450
2023 Q1	$2.76M	Buy	20,110 +501	+3%	+$72.6K	0.04%	433
2022 Q4	$2.72M	Buy	19,609 +1,366	+7%	+$193K	0.04%	412
2022 Q3	$2.35M	Buy	18,243 +8,890	+95%	+$1.28M	0.04%	417
2022 Q2	$1.27M	Sell	9,353 -8,635	-48%	-$1.28M	0.02%	595
2022 Q1	$2.9M	Buy	+17,988	New	+$2.87M	0.05%	381

Other funds holding IWN

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares Russell 2000 Value ETF (IWN) stake by 81% in Q2 2025, selling an estimated $2.11M and leaving 3,386 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #880.

Atria Wealth Solutions first reported a position in IWN in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.14M in Q3 2024. 965 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

Atria Wealth Solutions held 3,386 shares of iShares Russell 2000 Value ETF worth $543K as of Q2 2025.
Atria Wealth Solutions sold 14,146 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $2.11M.
iShares Russell 2000 Value ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #880 holding.
Atria Wealth Solutions first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Russell 2000 Value ETF position peaked at $3.14M in Q3 2024.
965 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

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