Atria Wealth Solutions’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11.6M	Sell	66,992 -78,448	-54%	-$11.9M	0.26%	85
2025 Q1	$20.4M	Sell	145,440 -6,173	-4%	-$962K	0.25%	86
2024 Q4	$24.2M	Sell	151,613 -7,620	-5%	-$1.21M	0.26%	79
2024 Q3	$24.1M	Sell	159,233 -4,151	-3%	-$610K	0.26%	81
2024 Q2	$24.6M	Buy	163,384 +1,957	+1%	+$270K	0.27%	74
2024 Q1	$21.8M	Buy	161,427 +6,599	+4%	+$859K	0.25%	88
2023 Q4	$19M	Buy	154,828 +34,736	+29%	+$3.93M	0.24%	94
2023 Q3	$12.6M	Sell	120,092 -70,765	-37%	-$7.7M	0.18%	124
2023 Q2	$20.8M	Buy	190,857 +4,415	+2%	+$434K	0.28%	76
2023 Q1	$17.3M	Buy	186,442 +46,205	+33%	+$3.88M	0.26%	84
2022 Q4	$10.4M	Buy	140,237 +108,752	+345%	+$8.32M	0.17%	137
2022 Q3	$2.31M	Sell	31,485 -3,351	-10%	-$284K	0.04%	424
2022 Q2	$2.79M	Buy	34,836 +1,860	+6%	+$165K	0.05%	359
2022 Q1	$3.4M	Buy	+32,976	New	+$3.37M	0.06%	336

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares US Technology ETF (IYW) stake by 54% in Q2 2025, selling an estimated $11.9M and leaving 66,992 shares worth $11.6M. The position accounts for 0.26% of the portfolio, ranked #85.

Atria Wealth Solutions first reported a position in IYW in Q1 2022 and has held it in 14 quarters since. The position peaked at $24.6M in Q2 2024. 1,165 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

Atria Wealth Solutions held 66,992 shares of iShares US Technology ETF worth $11.6M as of Q2 2025.
Atria Wealth Solutions sold 78,448 iShares US Technology ETF shares in Q2 2025, an estimated $11.9M.
iShares US Technology ETF made up 0.26% of Atria Wealth Solutions's portfolio in Q2 2025, its #85 holding.
Atria Wealth Solutions first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares US Technology ETF position peaked at $24.6M in Q2 2024.
1,165 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

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