Atria Wealth Solutions’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.3M	Sell	4,564 -7,401	-62%	-$1.95M	0.03%	546
2025 Q1	$3.06M	Sell	11,965 -3,103	-21%	-$876K	0.04%	495
2024 Q4	$4.34M	Buy	15,068 +2,897	+24%	+$857K	0.05%	396
2024 Q3	$3.46M	Buy	12,171 +701	+6%	+$192K	0.04%	446
2024 Q2	$3.01M	Buy	11,470 +531	+5%	+$138K	0.03%	487
2024 Q1	$2.96M	Sell	10,939 -1,785	-14%	-$456K	0.03%	501
2023 Q4	$3.21M	Buy	12,724 +1,212	+11%	+$273K	0.04%	444
2023 Q3	$2.59M	Sell	11,512 -1,426	-11%	-$341K	0.04%	483
2023 Q2	$3.14M	Buy	12,938 +1,118	+9%	+$256K	0.04%	429
2023 Q1	$2.68M	Buy	11,820 +78	+0.7%	+$17.8K	0.04%	443
2022 Q4	$2.52M	Sell	11,742 -307	-3%	-$67.3K	0.04%	436
2022 Q3	$2.49M	Buy	12,049 +1,542	+15%	+$347K	0.04%	405
2022 Q2	$2.17M	Sell	10,507 -2,513	-19%	-$560K	0.04%	417
2022 Q1	$3.33M	Buy	+13,020	New	+$3.33M	0.06%	341