Atria Wealth Solutions’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
4,564
-7,401
| -62% | -$2.12M | 0.03% | 545 |
|
|
2025
Q1 | $3.06M | Sell |
11,965
-3,103
| -21% | -$793K | 0.04% | 493 |
|
|
2024
Q4 | $4.34M | Buy |
15,068
+2,897
| +24% | +$834K | 0.05% | 394 |
|
|
2024
Q3 | $3.46M | Buy |
12,171
+701
| +6% | +$199K | 0.04% | 444 |
|
|
2024
Q2 | $3.01M | Buy |
11,470
+531
| +5% | +$139K | 0.03% | 485 |
|
|
2024
Q1 | $2.96M | Sell |
10,939
-1,785
| -14% | -$483K | 0.03% | 499 |
|
|
2023
Q4 | $3.21M | Buy |
12,724
+1,212
| +11% | +$306K | 0.04% | 442 |
|
|
2023
Q3 | $2.59M | Sell |
11,512
-1,426
| -11% | -$320K | 0.04% | 482 |
|
|
2023
Q2 | $3.14M | Buy |
12,938
+1,118
| +9% | +$271K | 0.04% | 428 |
|
|
2023
Q1 | $2.68M | Buy |
11,820
+78
| +0.7% | +$17.7K | 0.04% | 443 |
|
|
2022
Q4 | $2.52M | Sell |
11,742
-307
| -3% | -$65.9K | 0.04% | 436 |
|
|
2022
Q3 | $2.49M | Buy |
12,049
+1,542
| +15% | +$319K | 0.04% | 402 |
|
|
2022
Q2 | $2.17M | Sell |
10,507
-2,513
| -19% | -$519K | 0.04% | 401 |
|
|
2022
Q1 | $3.33M | Buy |
+13,020
| New | +$3.33M | 0.06% | 341 |
|