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	11,609 -25,761	-69%	-$8.09M	0.09%	257
2025 Q1	$11.5M	Buy	37,370 +1,873	+5%	+$606K	0.14%	157
2024 Q4	$11.4M	Buy	35,497 +448	+1%	+$145K	0.13%	170
2024 Q3	$11M	Sell	35,049 -244	-0.7%	-$73.9K	0.12%	178
2024 Q2	$10.5M	Sell	35,293 -364	-1%	-$105K	0.12%	182
2024 Q1	$10.3M	Buy	35,657 +4,678	+15%	+$1.28M	0.12%	190
2023 Q4	$8.12M	Buy	30,979 +3,156	+11%	+$773K	0.1%	204
2023 Q3	$6.56M	Buy	27,823 +2,757	+11%	+$675K	0.09%	226
2023 Q2	$6.11M	Sell	25,066 -655	-3%	-$151K	0.08%	235
2023 Q1	$5.79M	Sell	25,721 -5,555	-18%	-$1.22M	0.09%	232
2022 Q4	$6.58M	Buy	31,276 +4,110	+15%	+$870K	0.11%	205
2022 Q3	$5.36M	Buy	27,166 +2,443	+10%	+$536K	0.09%	221
2022 Q2	$5.14M	Buy	24,723 +5,340	+28%	+$1.21M	0.1%	231
2022 Q1	$4.85M	Buy	+19,383	New	+$4.79M	0.08%	261