Atria Wealth Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Sell	7,869 -14,932	-65%	-$1.89M	0.02%	605
2025 Q1	$2.68M	Sell	22,801 -907	-4%	-$117K	0.03%	527
2024 Q4	$3.01M	Buy	23,708 +1,336	+6%	+$170K	0.03%	506
2024 Q3	$2.62M	Sell	22,372 -1,143	-5%	-$128K	0.03%	532
2024 Q2	$2.59M	Sell	23,515 -1,770	-7%	-$194K	0.03%	546
2024 Q1	$2.89M	Sell	25,285 -4,471	-15%	-$484K	0.03%	508
2023 Q4	$3.11M	Buy	29,756 +1,347	+5%	+$128K	0.04%	459
2023 Q3	$2.6M	Sell	28,409 -5,386	-16%	-$515K	0.04%	479
2023 Q2	$3.27M	Sell	33,795 -2,257	-6%	-$206K	0.04%	412
2023 Q1	$3.28M	Buy	36,052 +423	+1%	+$37.8K	0.05%	382
2022 Q4	$2.98M	Sell	35,629 -1,721	-5%	-$145K	0.05%	385
2022 Q3	$2.93M	Buy	37,350 +20,990	+128%	+$1.81M	0.05%	354
2022 Q2	$1.3M	Sell	16,360 -24,703	-60%	-$2.15M	0.02%	587
2022 Q1	$4.13M	Buy	+41,063	New	+$4.09M	0.07%	292

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 65% in Q2 2025, selling an estimated $1.89M and leaving 7,869 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #605.

Atria Wealth Solutions first reported a position in IWP in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.13M in Q1 2022. 1,167 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

Atria Wealth Solutions held 7,869 shares of iShares Russell Mid-Cap Growth ETF worth $1.1M as of Q2 2025.
Atria Wealth Solutions sold 14,932 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $1.89M.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #605 holding.
Atria Wealth Solutions first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Russell Mid-Cap Growth ETF position peaked at $4.13M in Q1 2022.
1,167 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

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