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Atria Wealth Solutions’s iShares US Financial Services ETF IYG Stock Holding History

Atria Wealth Solutions’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$233K Sell
2,683
-501
-16% -$39.7K 0.01% 1290
2025
Q1 		$250K Buy
3,184
+1
+0% +$81 ﹤0.01% 1588
2024
Q4 		$248K Buy
3,183
+342
+12% +$26.4K ﹤0.01% 1672
2024
Q3 		$202K Buy
+2,841
New +$195K ﹤0.01% 1790
2024
Q2 		– Sell
-4,729
Closed -$314K – 2002
2024
Q1 		$314K Sell
4,729
-245
-5% -$15.2K ﹤0.01% 1530
2023
Q4 		$297K Sell
4,974
-1,788
-26% -$96.3K ﹤0.01% 1511
2023
Q3 		$349K Sell
6,762
-504
-7% -$27.3K ﹤0.01% 1319
2023
Q2 		$383K Sell
7,266
-6,633
-48% -$336K 0.01% 1294
2023
Q1 		$699K Sell
13,899
-1,491
-10% -$81.4K 0.01% 963
2022
Q4 		$808K Buy
15,390
+222
+1% +$11.6K 0.01% 856
2022
Q3 		$714K Sell
15,168
-6,420
-30% -$337K 0.01% 850
2022
Q2 		$1.07M Sell
21,588
-2,112
-9% -$115K 0.02% 665
2022
Q1 		$1.43M Buy
+23,700
New +$1.49M 0.02% 591

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares US Financial Services ETF (IYG) stake by 16% in Q2 2025, selling an estimated $39.7K and leaving 2,683 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #1290.

Atria Wealth Solutions first reported a position in IYG in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.43M in Q1 2022. 249 funds tracked by Wall St. Rank hold IYG as of Q2 2025.

  • Atria Wealth Solutions held 2,683 shares of iShares US Financial Services ETF worth $233K as of Q2 2025.
  • Atria Wealth Solutions sold 501 iShares US Financial Services ETF shares in Q2 2025, an estimated $39.7K.
  • iShares US Financial Services ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1290 holding.
  • Atria Wealth Solutions first reported a position in iShares US Financial Services ETF in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's iShares US Financial Services ETF position peaked at $1.43M in Q1 2022.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2025.

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