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

Atria Wealth Solutions’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.3M Sell
4,564
-7,401
-62% -$1.95M 0.03% 546
2025
Q1 		$3.06M Sell
11,965
-3,103
-21% -$876K 0.04% 495
2024
Q4 		$4.34M Buy
15,068
+2,897
+24% +$857K 0.05% 396
2024
Q3 		$3.46M Buy
12,171
+701
+6% +$192K 0.04% 446
2024
Q2 		$3.01M Buy
11,470
+531
+5% +$138K 0.03% 487
2024
Q1 		$2.96M Sell
10,939
-1,785
-14% -$456K 0.03% 501
2023
Q4 		$3.21M Buy
12,724
+1,212
+11% +$273K 0.04% 444
2023
Q3 		$2.59M Sell
11,512
-1,426
-11% -$341K 0.04% 483
2023
Q2 		$3.14M Buy
12,938
+1,118
+9% +$256K 0.04% 429
2023
Q1 		$2.68M Buy
11,820
+78
+0.7% +$17.8K 0.04% 443
2022
Q4 		$2.52M Sell
11,742
-307
-3% -$67.3K 0.04% 436
2022
Q3 		$2.49M Buy
12,049
+1,542
+15% +$347K 0.04% 405
2022
Q2 		$2.17M Sell
10,507
-2,513
-19% -$560K 0.04% 417
2022
Q1 		$3.33M Buy
+13,020
New +$3.33M 0.06% 341

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares Russell 2000 Growth ETF (IWO) stake by 62% in Q2 2025, selling an estimated $1.95M and leaving 4,564 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #546.

Atria Wealth Solutions first reported a position in IWO in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.34M in Q4 2024. 961 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • Atria Wealth Solutions held 4,564 shares of iShares Russell 2000 Growth ETF worth $1.3M as of Q2 2025.
  • Atria Wealth Solutions sold 7,401 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $1.95M.
  • iShares Russell 2000 Growth ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #546 holding.
  • Atria Wealth Solutions first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Russell 2000 Growth ETF position peaked at $4.34M in Q4 2024.
  • 961 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

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