AWS
Atria Wealth Solutions’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
65,847
-10,717
| -14% | -$2.34M | 0.33% | 64 |
|
|
2025
Q1 | $15.3M | Sell |
76,564
-22,621
| -23% | -$4.51M | 0.18% | 121 |
|
|
2024
Q4 | $21.9M | Sell |
99,185
-3,225
| -3% | -$713K | 0.24% | 89 |
|
|
2024
Q3 | $22.6M | Sell |
102,410
-946
| -0.9% | -$209K | 0.25% | 89 |
|
|
2024
Q2 | $21M | Sell |
103,356
-5,392
| -5% | -$1.09M | 0.23% | 90 |
|
|
2024
Q1 | $22.9M | Buy |
108,748
+6,452
| +6% | +$1.36M | 0.26% | 80 |
|
|
2023
Q4 | $20.5M | Buy |
102,296
+17,659
| +21% | +$3.54M | 0.26% | 80 |
|
|
2023
Q3 | $15M | Buy |
84,637
+5,823
| +7% | +$1.03M | 0.21% | 105 |
|
|
2023
Q2 | $14.8M | Buy |
78,814
+6,650
| +9% | +$1.25M | 0.2% | 109 |
|
|
2023
Q1 | $12.9M | Buy |
72,164
+17,412
| +32% | +$3.11M | 0.19% | 120 |
|
|
2022
Q4 | $9.55M | Buy |
54,752
+1,397
| +3% | +$244K | 0.15% | 142 |
|
|
2022
Q3 | $8.8M | Buy |
53,355
+16,111
| +43% | +$2.66M | 0.15% | 147 |
|
|
2022
Q2 | $6.31M | Sell |
37,244
-8,329
| -18% | -$1.41M | 0.12% | 179 |
|
|
2022
Q1 | $9.36M | Buy |
+45,573
| New | +$9.36M | 0.16% | 132 |
|