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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.51M	Sell	38,205 -25,260	-40%	-$2.18M	0.08%	276
2025 Q1	$5.4M	Sell	63,465 -14,462	-19%	-$1.29M	0.07%	317
2024 Q4	$6.89M	Buy	77,927 +13,483	+21%	+$1.22M	0.08%	271
2024 Q3	$5.68M	Sell	64,444 -5,050	-7%	-$425K	0.06%	312
2024 Q2	$5.63M	Buy	69,494 +495	+0.7%	+$40.3K	0.06%	314
2024 Q1	$5.8M	Sell	68,999 -3,214	-4%	-$255K	0.07%	298
2023 Q4	$5.61M	Sell	72,213 -2,916	-4%	-$207K	0.07%	282
2023 Q3	$5.22M	Buy	75,129 +25,908	+53%	+$1.89M	0.07%	279
2023 Q2	$3.59M	Buy	49,221 +15,821	+47%	+$1.1M	0.05%	378
2023 Q1	$2.34M	Sell	33,400 -1,107	-3%	-$78.2K	0.03%	493
2022 Q4	$2.33M	Sell	34,507 -236	-0.7%	-$15.9K	0.04%	456
2022 Q3	$2.16M	Buy	34,743 +18,863	+119%	+$1.3M	0.04%	458
2022 Q2	$1.03M	Sell	15,880 -13,744	-46%	-$978K	0.02%	684
2022 Q1	$2.31M	Buy	+29,624	New	+$2.28M	0.04%	438