Atria Wealth Solutions’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.09M	Sell	8,791 -2,008	-19%	-$652K	0.07%	309
2025 Q1	$3.43M	Sell	10,799 -538	-5%	-$180K	0.04%	450
2024 Q4	$3.79M	Buy	11,337 +948	+9%	+$319K	0.04%	429
2024 Q3	$3.39M	Buy	10,389 +2,811	+37%	+$885K	0.04%	454
2024 Q2	$2.34M	Sell	7,578 -935	-11%	-$279K	0.03%	579
2024 Q1	$2.55M	Buy	8,513 +661	+8%	+$189K	0.03%	556
2023 Q4	$2.15M	Buy	7,852 +2,531	+48%	+$645K	0.03%	581
2023 Q3	$1.31M	Sell	5,321 -11,996	-69%	-$3.07M	0.02%	708
2023 Q2	$4.41M	Buy	17,317 +13,360	+338%	+$3.21M	0.06%	320
2023 Q1	$932K	Sell	3,957 -215	-5%	-$49.6K	0.01%	827
2022 Q4	$921K	Sell	4,172 -226	-5%	-$50.2K	0.01%	789
2022 Q3	$911K	Sell	4,398 -408	-8%	-$93.8K	0.02%	745
2022 Q2	$1.04M	Buy	4,806 +59	+1%	+$14K	0.02%	676
2022 Q1	$1.25M	Buy	+4,747	New	+$1.23M	0.02%	638

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Atria Wealth Solutions reduced its iShares Russell 3000 ETF (IWV) stake by 19% in Q2 2025, selling an estimated $652K and leaving 8,791 shares worth $3.09M. The position accounts for 0.07% of the portfolio, ranked #309.

Atria Wealth Solutions first reported a position in IWV in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.41M in Q2 2023. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

Atria Wealth Solutions held 8,791 shares of iShares Russell 3000 ETF worth $3.09M as of Q2 2025.
Atria Wealth Solutions sold 2,008 iShares Russell 3000 ETF shares in Q2 2025, an estimated $652K.
iShares Russell 3000 ETF made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #309 holding.
Atria Wealth Solutions first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Russell 3000 ETF position peaked at $4.41M in Q2 2023.
823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

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