Atria Wealth Solutions’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Sell |
19,651
-80,973
| -80% | -$15.8M | 0.09% | 260 |
|
|
2025
Q1 | $18.9M | Buy |
100,624
+2,357
| +2% | +$443K | 0.23% | 93 |
|
|
2024
Q4 | $18.2M | Buy |
98,267
+2,377
| +2% | +$440K | 0.2% | 101 |
|
|
2024
Q3 | $18.2M | Sell |
95,890
-2,518
| -3% | -$478K | 0.2% | 111 |
|
|
2024
Q2 | $17.2M | Sell |
98,408
-2,587
| -3% | -$451K | 0.19% | 107 |
|
|
2024
Q1 | $18.1M | Sell |
100,995
-12,759
| -11% | -$2.29M | 0.2% | 104 |
|
|
2023
Q4 | $18.8M | Sell |
113,754
-4,956
| -4% | -$819K | 0.24% | 96 |
|
|
2023
Q3 | $18.1M | Buy |
118,710
+13,045
| +12% | +$1.99M | 0.25% | 87 |
|
|
2023
Q2 | $16.7M | Buy |
105,665
+8,004
| +8% | +$1.26M | 0.23% | 95 |
|
|
2023
Q1 | $14.9M | Sell |
97,661
-750
| -0.8% | -$114K | 0.22% | 99 |
|
|
2022
Q4 | $14.9M | Buy |
98,411
+30
| +0% | +$4.55K | 0.24% | 96 |
|
|
2022
Q3 | $13.4M | Buy |
98,381
+39,772
| +68% | +$5.41M | 0.23% | 98 |
|
|
2022
Q2 | $8.5M | Sell |
58,609
-23,528
| -29% | -$3.41M | 0.16% | 130 |
|
|
2022
Q1 | $13.6M | Buy |
+82,137
| New | +$13.6M | 0.23% | 92 |
|