Atria Wealth Solutions’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
|
|||||
|
2025
Q1 | $15.3M | Sell |
|
|||||
|
2024
Q4 | $21.9M | Sell |
|
|||||
|
2024
Q3 | $22.6M | Sell |
|
|||||
|
2024
Q2 | $21M | Sell |
|
|||||
|
2024
Q1 | $22.9M | Buy |
|
|||||
|
2023
Q4 | $20.5M | Buy |
|
|||||
|
2023
Q3 | $15M | Buy |
|
|||||
|
2023
Q2 | $14.8M | Buy |
|
|||||
|
2023
Q1 | $12.9M | Buy |
|
|||||
|
2022
Q4 | $9.55M | Buy |
|
|||||
|
2022
Q3 | $8.8M | Buy |
|
|||||
|
2022
Q2 | $6.31M | Sell |
|
|||||
|
2022
Q1 | $9.36M | Buy |
|