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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.89M	Sell	14,266 -15,446	-52%	-$1.94M	0.04%	434
2025 Q1	$3.74M	Sell	29,712 -1,752	-6%	-$228K	0.05%	425
2024 Q4	$4.07M	Buy	31,464 +2,095	+7%	+$280K	0.04%	412
2024 Q3	$3.88M	Buy	29,369 +74	+0.3%	+$9.35K	0.04%	409
2024 Q2	$3.54M	Sell	29,295 -700	-2%	-$85.1K	0.04%	433
2024 Q1	$3.76M	Sell	29,995 -7,266	-20%	-$856K	0.04%	421
2023 Q4	$4.33M	Sell	37,261 -2,239	-6%	-$239K	0.05%	351
2023 Q3	$4.13M	Buy	39,500 +1,364	+4%	+$150K	0.06%	339
2023 Q2	$4.19M	Buy	38,136 +2,340	+7%	+$246K	0.06%	333
2023 Q1	$3.8M	Sell	35,796 -511	-1%	-$55.8K	0.06%	337
2022 Q4	$3.82M	Buy	36,307 +933	+3%	+$97.9K	0.06%	314
2022 Q3	$3.4M	Buy	35,374 +14,262	+68%	+$1.52M	0.06%	322
2022 Q2	$2.14M	Sell	21,112 -8,510	-29%	-$952K	0.04%	421
2022 Q1	$3.54M	Buy	+29,622	New	+$3.49M	0.06%	322