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Atria Wealth Solutions’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Atria Wealth Solutions’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.82M Sell
7,361
-16,551
-69% -$3.68M 0.04% 446
2025
Q1 		$5.04M Sell
23,912
-39,134
-62% -$9M 0.06% 333
2024
Q4 		$14.8M Buy
63,046
+32,078
+104% +$7.36M 0.16% 132
2024
Q3 		$6.81M Sell
30,968
-38,070
-55% -$8.1M 0.07% 276
2024
Q2 		$14.8M Sell
69,038
-6,068
-8% -$1.21M 0.16% 129
2024
Q1 		$14.7M Buy
75,106
+22,874
+44% +$4.28M 0.17% 135
2023
Q4 		$9.15M Buy
52,232
+32,033
+159% +$5.26M 0.11% 178
2023
Q3 		$3.11M Sell
20,199
-27,450
-58% -$4.38M 0.04% 424
2023
Q2 		$7.56M Buy
47,649
+7,391
+18% +$1.08M 0.1% 192
2023
Q1 		$5.59M Buy
40,258
+27,149
+207% +$3.52M 0.08% 243
2022
Q4 		$1.58M Buy
13,109
+680
+5% +$84.5K 0.03% 598
2022
Q3 		$1.49M Buy
12,429
+5,103
+70% +$685K 0.03% 589
2022
Q2 		$917K Sell
7,326
-8,712
-54% -$1.2M 0.02% 735
2022
Q1 		$2.55M Buy
+16,038
New +$2.5M 0.04% 417

Other funds holding IWY

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 69% in Q2 2025, selling an estimated $3.68M and leaving 7,361 shares worth $1.82M. The position accounts for 0.04% of the portfolio, ranked #446.

Atria Wealth Solutions first reported a position in IWY in Q1 2022 and has held it in 14 quarters since. The position peaked at $14.8M in Q4 2024. 573 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • Atria Wealth Solutions held 7,361 shares of iShares Russell Top 200 Growth ETF worth $1.82M as of Q2 2025.
  • Atria Wealth Solutions sold 16,551 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $3.68M.
  • iShares Russell Top 200 Growth ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #446 holding.
  • Atria Wealth Solutions first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Russell Top 200 Growth ETF position peaked at $14.8M in Q4 2024.
  • 573 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

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