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Atria Wealth Solutions’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Atria Wealth Solutions’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-52,537
Closed -$4.32M – 1700
2025
Q1 		$4.32M Buy
+52,537
New +$4.32M 0.05% 383
2024
Q4 		– Sell
-78,347
Closed -$6.37M – 2039
2024
Q3 		$6.37M Buy
+78,347
New +$6.11M 0.07% 288

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Atria Wealth Solutions sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2025, closing a stake of 52,537 shares — an estimated $4.32M sold.

Atria Wealth Solutions first reported a position in IWX in Q3 2024 and held it in 2 quarters. The position peaked at $6.37M in Q3 2024. 206 funds tracked by Wall St. Rank hold IWX as of Q2 2025.

  • Atria Wealth Solutions reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 52,537 iShares Russell Top 200 Value ETF shares in Q2 2025, an estimated $4.32M.
  • Atria Wealth Solutions first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's iShares Russell Top 200 Value ETF position peaked at $6.37M in Q3 2024.
  • 206 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2025.

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