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

Atria Wealth Solutions’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.51M Sell
38,205
-25,260
-40% -$2.18M 0.08% 276
2025
Q1 		$5.4M Sell
63,465
-14,462
-19% -$1.29M 0.06% 317
2024
Q4 		$6.89M Buy
77,927
+13,483
+21% +$1.22M 0.08% 271
2024
Q3 		$5.68M Sell
64,444
-5,050
-7% -$425K 0.06% 312
2024
Q2 		$5.63M Buy
69,494
+495
+0.7% +$40.3K 0.06% 314
2024
Q1 		$5.8M Sell
68,999
-3,214
-4% -$255K 0.07% 298
2023
Q4 		$5.61M Sell
72,213
-2,916
-4% -$207K 0.07% 282
2023
Q3 		$5.22M Buy
75,129
+25,908
+53% +$1.89M 0.07% 279
2023
Q2 		$3.59M Buy
49,221
+15,821
+47% +$1.1M 0.05% 378
2023
Q1 		$2.34M Sell
33,400
-1,107
-3% -$78.2K 0.03% 493
2022
Q4 		$2.33M Sell
34,507
-236
-0.7% -$15.9K 0.04% 456
2022
Q3 		$2.16M Buy
34,743
+18,863
+119% +$1.3M 0.04% 458
2022
Q2 		$1.03M Sell
15,880
-13,744
-46% -$978K 0.02% 684
2022
Q1 		$2.31M Buy
+29,624
New +$2.28M 0.04% 438

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares Russell Mid-Cap ETF (IWR) stake by 40% in Q2 2025, selling an estimated $2.18M and leaving 38,205 shares worth $3.51M. The position accounts for 0.08% of the portfolio, ranked #276.

Atria Wealth Solutions first reported a position in IWR in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.89M in Q4 2024. 1,442 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

  • Atria Wealth Solutions held 38,205 shares of iShares Russell Mid-Cap ETF worth $3.51M as of Q2 2025.
  • Atria Wealth Solutions sold 25,260 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $2.18M.
  • iShares Russell Mid-Cap ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #276 holding.
  • Atria Wealth Solutions first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Russell Mid-Cap ETF position peaked at $6.89M in Q4 2024.
  • 1,442 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

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