Atria Wealth Solutions’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$543K	Sell	3,386 -14,146	-81%	-$2.11M	0.01%	880
2025 Q1	$2.65M	Sell	17,532 -168	-0.9%	-$27.1K	0.03%	537
2024 Q4	$2.91M	Sell	17,700 -1,147	-6%	-$196K	0.03%	512
2024 Q3	$3.14M	Sell	18,847 -1,547	-8%	-$251K	0.03%	483
2024 Q2	$3.11M	Buy	20,394 +632	+3%	+$96.7K	0.03%	479
2024 Q1	$3.14M	Buy	19,762 +1,720	+10%	+$260K	0.04%	478
2023 Q4	$2.8M	Buy	18,042 +323	+2%	+$44.7K	0.04%	491
2023 Q3	$2.41M	Sell	17,719 -2,870	-14%	-$412K	0.03%	499
2023 Q2	$2.9M	Buy	20,589 +479	+2%	+$64.8K	0.04%	450
2023 Q1	$2.76M	Buy	20,110 +501	+3%	+$72.6K	0.04%	433
2022 Q4	$2.72M	Buy	19,609 +1,366	+7%	+$193K	0.04%	412
2022 Q3	$2.35M	Buy	18,243 +8,890	+95%	+$1.28M	0.04%	417
2022 Q2	$1.27M	Sell	9,353 -8,635	-48%	-$1.28M	0.02%	595
2022 Q1	$2.9M	Buy	+17,988	New	+$2.87M	0.05%	381