Atria Wealth Solutions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
14,266
-15,446
| -52% | -$2.05M | 0.04% | 434 |
|
|
2025
Q1 | $3.74M | Sell |
29,712
-1,752
| -6% | -$221K | 0.05% | 423 |
|
|
2024
Q4 | $4.07M | Buy |
31,464
+2,095
| +7% | +$271K | 0.04% | 410 |
|
|
2024
Q3 | $3.88M | Buy |
29,369
+74
| +0.3% | +$9.79K | 0.04% | 407 |
|
|
2024
Q2 | $3.54M | Sell |
29,295
-700
| -2% | -$84.5K | 0.04% | 431 |
|
|
2024
Q1 | $3.76M | Sell |
29,995
-7,266
| -20% | -$911K | 0.04% | 419 |
|
|
2023
Q4 | $4.33M | Sell |
37,261
-2,239
| -6% | -$260K | 0.05% | 350 |
|
|
2023
Q3 | $4.13M | Buy |
39,500
+1,364
| +4% | +$143K | 0.06% | 339 |
|
|
2023
Q2 | $4.19M | Buy |
38,136
+2,340
| +7% | +$257K | 0.06% | 333 |
|
|
2023
Q1 | $3.8M | Sell |
35,796
-511
| -1% | -$54.3K | 0.06% | 337 |
|
|
2022
Q4 | $3.82M | Buy |
36,307
+933
| +3% | +$98.3K | 0.06% | 314 |
|
|
2022
Q3 | $3.4M | Buy |
35,374
+14,262
| +68% | +$1.37M | 0.06% | 322 |
|
|
2022
Q2 | $2.14M | Sell |
21,112
-8,510
| -29% | -$864K | 0.04% | 405 |
|
|
2022
Q1 | $3.54M | Buy |
+29,622
| New | +$3.54M | 0.06% | 322 |
|