Atria Wealth Solutions’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
11,609
-25,761
| -69% | -$8.75M | 0.09% | 257 |
|
|
2025
Q1 | $11.5M | Buy |
37,370
+1,873
| +5% | +$575K | 0.14% | 157 |
|
|
2024
Q4 | $11.4M | Buy |
35,497
+448
| +1% | +$144K | 0.13% | 170 |
|
|
2024
Q3 | $11M | Sell |
35,049
-244
| -0.7% | -$76.7K | 0.12% | 178 |
|
|
2024
Q2 | $10.5M | Sell |
35,293
-364
| -1% | -$108K | 0.12% | 181 |
|
|
2024
Q1 | $10.3M | Buy |
35,657
+4,678
| +15% | +$1.35M | 0.12% | 190 |
|
|
2023
Q4 | $8.12M | Buy |
30,979
+3,156
| +11% | +$828K | 0.1% | 203 |
|
|
2023
Q3 | $6.56M | Buy |
27,823
+2,757
| +11% | +$650K | 0.09% | 226 |
|
|
2023
Q2 | $6.11M | Sell |
25,066
-655
| -3% | -$160K | 0.08% | 235 |
|
|
2023
Q1 | $5.79M | Sell |
25,721
-5,555
| -18% | -$1.25M | 0.09% | 232 |
|
|
2022
Q4 | $6.58M | Buy |
31,276
+4,110
| +15% | +$865K | 0.11% | 205 |
|
|
2022
Q3 | $5.36M | Buy |
27,166
+2,443
| +10% | +$482K | 0.09% | 221 |
|
|
2022
Q2 | $5.14M | Buy |
24,723
+5,340
| +28% | +$1.11M | 0.1% | 218 |
|
|
2022
Q1 | $4.85M | Buy |
+19,383
| New | +$4.85M | 0.08% | 261 |
|