Atria Wealth Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Sell |
38,205
-25,260
| -40% | -$2.32M | 0.08% | 276 |
|
|
2025
Q1 | $5.4M | Sell |
63,465
-14,462
| -19% | -$1.23M | 0.06% | 317 |
|
|
2024
Q4 | $6.89M | Buy |
77,927
+13,483
| +21% | +$1.19M | 0.08% | 270 |
|
|
2024
Q3 | $5.68M | Sell |
64,444
-5,050
| -7% | -$445K | 0.06% | 310 |
|
|
2024
Q2 | $5.63M | Buy |
69,494
+495
| +0.7% | +$40.1K | 0.06% | 313 |
|
|
2024
Q1 | $5.8M | Sell |
68,999
-3,214
| -4% | -$270K | 0.07% | 296 |
|
|
2023
Q4 | $5.61M | Sell |
72,213
-2,916
| -4% | -$227K | 0.07% | 281 |
|
|
2023
Q3 | $5.22M | Buy |
75,129
+25,908
| +53% | +$1.8M | 0.07% | 279 |
|
|
2023
Q2 | $3.59M | Buy |
49,221
+15,821
| +47% | +$1.16M | 0.05% | 377 |
|
|
2023
Q1 | $2.34M | Sell |
33,400
-1,107
| -3% | -$77.4K | 0.03% | 492 |
|
|
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% | +$1.17M | 0.04% | 455 |
|
|
2022
Q2 | $1.03M | Sell |
15,880
-13,744
| -46% | -$889K | 0.02% | 666 |
|
|
2022
Q1 | $2.31M | Buy |
+29,624
| New | +$2.31M | 0.04% | 438 |
|