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 |
|