Atria Wealth Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.04M Sell
11,858
-63,588
-84% -$27M 0.11% 212
2025
Q1
$27.2M Buy
75,446
+3,136
+4% +$1.13M 0.33% 59
2024
Q4
$29M Buy
72,310
+5,238
+8% +$2.1M 0.32% 62
2024
Q3
$25.2M Buy
67,072
+3,288
+5% +$1.23M 0.27% 77
2024
Q2
$23.2M Buy
63,784
+1,451
+2% +$529K 0.26% 79
2024
Q1
$21M Sell
62,333
-1,177
-2% -$397K 0.24% 93
2023
Q4
$19.3M Sell
63,510
-5,251
-8% -$1.59M 0.24% 91
2023
Q3
$18.3M Sell
68,761
-528
-0.8% -$141K 0.26% 85
2023
Q2
$19.1M Buy
69,289
+5,149
+8% +$1.42M 0.26% 81
2023
Q1
$15.7M Buy
64,140
+488
+0.8% +$119K 0.23% 93
2022
Q4
$13.6M Buy
63,652
+2,718
+4% +$582K 0.22% 105
2022
Q3
$12.8M Buy
60,934
+29,122
+92% +$6.13M 0.22% 100
2022
Q2
$6.96M Sell
31,812
-11,643
-27% -$2.55M 0.13% 158
2022
Q1
$12.1M Buy
+43,455
New +$12.1M 0.2% 111