Atria Wealth Solutions’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.82M	Sell	19,651 -80,973	-80%	-$15M	0.09%	260
2025 Q1	$18.9M	Buy	100,624 +2,357	+2%	+$449K	0.23%	93
2024 Q4	$18.2M	Buy	98,267 +2,377	+2%	+$456K	0.2%	101
2024 Q3	$18.2M	Sell	95,890 -2,518	-3%	-$459K	0.2%	111
2024 Q2	$17.2M	Sell	98,408 -2,587	-3%	-$452K	0.19%	108
2024 Q1	$18.1M	Sell	100,995 -12,759	-11%	-$2.16M	0.2%	104
2023 Q4	$18.8M	Sell	113,754 -4,956	-4%	-$765K	0.24%	97
2023 Q3	$18.1M	Buy	118,710 +13,045	+12%	+$2.07M	0.25%	87
2023 Q2	$16.7M	Buy	105,665 +8,004	+8%	+$1.22M	0.23%	95
2023 Q1	$14.9M	Sell	97,661 -750	-0.8%	-$116K	0.22%	99
2022 Q4	$14.9M	Buy	98,411 +30	+0%	+$4.49K	0.24%	96
2022 Q3	$13.4M	Buy	98,381 +39,772	+68%	+$5.98M	0.23%	98
2022 Q2	$8.5M	Sell	58,609 -23,528	-29%	-$3.68M	0.17%	138
2022 Q1	$13.6M	Buy	+82,137	New	+$13.5M	0.23%	92