Atria Wealth Solutions’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $11.4M | Buy |
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|
2024
Q3 | $11M | Sell |
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|
2024
Q2 | $10.5M | Sell |
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|
2024
Q1 | $10.3M | Buy |
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|
2023
Q4 | $8.12M | Buy |
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|
2023
Q3 | $6.56M | Buy |
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|
2023
Q2 | $6.11M | Sell |
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|
2023
Q1 | $5.79M | Sell |
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|
2022
Q4 | $6.58M | Buy |
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|
2022
Q3 | $5.36M | Buy |
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|
2022
Q2 | $5.14M | Buy |
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|
2022
Q1 | $4.85M | Buy |
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