Atria Wealth Solutions’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Sell |
3,386
-14,146
| -81% | -$2.27M | 0.01% | 879 |
|
|
2025
Q1 | $2.65M | Sell |
17,532
-168
| -0.9% | -$25.4K | 0.03% | 534 |
|
|
2024
Q4 | $2.91M | Sell |
17,700
-1,147
| -6% | -$188K | 0.03% | 510 |
|
|
2024
Q3 | $3.14M | Sell |
18,847
-1,547
| -8% | -$258K | 0.03% | 481 |
|
|
2024
Q2 | $3.11M | Buy |
20,394
+632
| +3% | +$96.3K | 0.03% | 477 |
|
|
2024
Q1 | $3.14M | Buy |
19,762
+1,720
| +10% | +$273K | 0.04% | 476 |
|
|
2023
Q4 | $2.8M | Buy |
18,042
+323
| +2% | +$50.2K | 0.04% | 488 |
|
|
2023
Q3 | $2.41M | Sell |
17,719
-2,870
| -14% | -$391K | 0.03% | 498 |
|
|
2023
Q2 | $2.9M | Buy |
20,589
+479
| +2% | +$67.4K | 0.04% | 449 |
|
|
2023
Q1 | $2.76M | Buy |
20,110
+501
| +3% | +$68.6K | 0.04% | 433 |
|
|
2022
Q4 | $2.72M | Buy |
19,609
+1,366
| +7% | +$189K | 0.04% | 412 |
|
|
2022
Q3 | $2.35M | Buy |
18,243
+8,890
| +95% | +$1.15M | 0.04% | 414 |
|
|
2022
Q2 | $1.27M | Sell |
9,353
-8,635
| -48% | -$1.18M | 0.02% | 577 |
|
|
2022
Q1 | $2.9M | Buy |
+17,988
| New | +$2.9M | 0.05% | 381 |
|