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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.04M	Sell	47,432 -254,352	-84%	-$24.3M	0.11%	212
2025 Q1	$27.2M	Buy	301,784 +12,544	+4%	+$1.24M	0.33%	59
2024 Q4	$29M	Buy	289,240 +20,952	+8%	+$2.06M	0.32%	62
2024 Q3	$25.2M	Buy	268,288 +13,152	+5%	+$1.19M	0.27%	77
2024 Q2	$23.2M	Buy	255,136 +5,804	+2%	+$496K	0.26%	79
2024 Q1	$21M	Sell	249,332 -4,708	-2%	-$379K	0.24%	93
2023 Q4	$19.3M	Sell	254,040 -21,004	-8%	-$1.49M	0.24%	92
2023 Q3	$18.3M	Sell	275,044 -2,112	-0.8%	-$146K	0.26%	85
2023 Q2	$19.1M	Buy	277,156 +20,596	+8%	+$1.31M	0.26%	81
2023 Q1	$15.7M	Buy	256,560 +1,952	+0.8%	+$112K	0.23%	93
2022 Q4	$13.6M	Buy	254,608 +10,872	+4%	+$598K	0.22%	105
2022 Q3	$12.8M	Buy	243,736 +116,488	+92%	+$6.85M	0.22%	100
2022 Q2	$6.96M	Sell	127,248 -46,572	-27%	-$2.8M	0.14%	169
2022 Q1	$12.1M	Buy	+173,820	New	+$11.9M	0.2%	111