Atria Wealth Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Sell	7,869 -14,932	-65%	-$1.89M	0.02%	605
2025 Q1	$2.68M	Sell	22,801 -907	-4%	-$117K	0.03%	527
2024 Q4	$3.01M	Buy	23,708 +1,336	+6%	+$170K	0.03%	506
2024 Q3	$2.62M	Sell	22,372 -1,143	-5%	-$128K	0.03%	532
2024 Q2	$2.59M	Sell	23,515 -1,770	-7%	-$194K	0.03%	546
2024 Q1	$2.89M	Sell	25,285 -4,471	-15%	-$484K	0.03%	508
2023 Q4	$3.11M	Buy	29,756 +1,347	+5%	+$128K	0.04%	459
2023 Q3	$2.6M	Sell	28,409 -5,386	-16%	-$515K	0.04%	479
2023 Q2	$3.27M	Sell	33,795 -2,257	-6%	-$206K	0.04%	412
2023 Q1	$3.28M	Buy	36,052 +423	+1%	+$37.8K	0.05%	382
2022 Q4	$2.98M	Sell	35,629 -1,721	-5%	-$145K	0.05%	385
2022 Q3	$2.93M	Buy	37,350 +20,990	+128%	+$1.81M	0.05%	354
2022 Q2	$1.3M	Sell	16,360 -24,703	-60%	-$2.15M	0.03%	587
2022 Q1	$4.13M	Buy	+41,063	New	+$4.09M	0.07%	292