Atria Investments’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.54M | Sell |
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|
2025
Q2 | $2.48M | Sell |
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|
2025
Q1 | $2.78M | Sell |
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|
2024
Q4 | $3.65M | Buy |
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|
2024
Q3 | $3.03M | Sell |
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|
2024
Q2 | $3.47M | Buy |
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|
2024
Q1 | $3.18M | Sell |
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|
2023
Q4 | $3.17M | Sell |
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|
2023
Q3 | $2.87M | Buy |
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|
2023
Q2 | $2.91M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.46M | Sell |
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|
2022
Q3 | $2.69M | Buy |
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|
2022
Q2 | $2.51M | Sell |
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|
2022
Q1 | $3.54M | Buy |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $285K | Sell |
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|
2018
Q1 | $280K | Sell |
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|
2017
Q4 | $450K | Buy |
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|
2017
Q3 | $418K | Buy |
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|
2017
Q2 | $369K | Sell |
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|
2017
Q1 | $3.56M | Buy |
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|
2016
Q4 | $3.02M | Buy |
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|
2016
Q3 | $2.49M | Buy |
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|
2016
Q2 | $2.16M | Buy |
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|
2016
Q1 | $964K | Buy |
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