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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.89M	Sell	14,266 -15,446	-52%	-$1.94M	0.04%	434
2025 Q1	$3.74M	Sell	29,712 -1,752	-6%	-$228K	0.05%	425
2024 Q4	$4.07M	Buy	31,464 +2,095	+7%	+$280K	0.04%	412
2024 Q3	$3.88M	Buy	29,369 +74	+0.3%	+$9.35K	0.04%	409
2024 Q2	$3.54M	Sell	29,295 -700	-2%	-$85.1K	0.04%	433
2024 Q1	$3.76M	Sell	29,995 -7,266	-20%	-$856K	0.04%	421
2023 Q4	$4.33M	Sell	37,261 -2,239	-6%	-$239K	0.05%	351
2023 Q3	$4.13M	Buy	39,500 +1,364	+4%	+$150K	0.06%	339
2023 Q2	$4.19M	Buy	38,136 +2,340	+7%	+$246K	0.06%	333
2023 Q1	$3.8M	Sell	35,796 -511	-1%	-$55.8K	0.06%	337
2022 Q4	$3.82M	Buy	36,307 +933	+3%	+$97.9K	0.06%	314
2022 Q3	$3.4M	Buy	35,374 +14,262	+68%	+$1.52M	0.06%	322
2022 Q2	$2.14M	Sell	21,112 -8,510	-29%	-$952K	0.04%	421
2022 Q1	$3.54M	Buy	+29,622	New	+$3.49M	0.06%	322

Other funds holding IWS

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

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Atria Wealth Solutions reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 52% in Q2 2025, selling an estimated $1.94M and leaving 14,266 shares worth $1.89M. The position accounts for 0.04% of the portfolio, ranked #434.

Atria Wealth Solutions first reported a position in IWS in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.33M in Q4 2023. 919 funds tracked by Wall St. Rank hold IWS as of Q2 2025.

Atria Wealth Solutions held 14,266 shares of iShares Russell Mid-Cap Value ETF worth $1.89M as of Q2 2025.
Atria Wealth Solutions sold 15,446 iShares Russell Mid-Cap Value ETF shares in Q2 2025, an estimated $1.94M.
iShares Russell Mid-Cap Value ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #434 holding.
Atria Wealth Solutions first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Russell Mid-Cap Value ETF position peaked at $4.33M in Q4 2023.
919 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2025.

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