Atria Wealth Solutions’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Sell |
8,791
-2,008
| -19% | -$706K | 0.07% | 309 |
|
|
2025
Q1 | $3.43M | Sell |
10,799
-538
| -5% | -$171K | 0.04% | 448 |
|
|
2024
Q4 | $3.79M | Buy |
11,337
+948
| +9% | +$317K | 0.04% | 427 |
|
|
2024
Q3 | $3.39M | Buy |
10,389
+2,811
| +37% | +$918K | 0.04% | 452 |
|
|
2024
Q2 | $2.34M | Sell |
7,578
-935
| -11% | -$289K | 0.03% | 577 |
|
|
2024
Q1 | $2.55M | Buy |
8,513
+661
| +8% | +$198K | 0.03% | 554 |
|
|
2023
Q4 | $2.15M | Buy |
7,852
+2,531
| +48% | +$693K | 0.03% | 576 |
|
|
2023
Q3 | $1.31M | Sell |
5,321
-11,996
| -69% | -$2.95M | 0.02% | 706 |
|
|
2023
Q2 | $4.41M | Buy |
17,317
+13,360
| +338% | +$3.4M | 0.06% | 320 |
|
|
2023
Q1 | $932K | Sell |
3,957
-215
| -5% | -$50.6K | 0.01% | 826 |
|
|
2022
Q4 | $921K | Sell |
4,172
-226
| -5% | -$49.9K | 0.01% | 787 |
|
|
2022
Q3 | $911K | Sell |
4,398
-408
| -8% | -$84.5K | 0.02% | 742 |
|
|
2022
Q2 | $1.05M | Buy |
4,806
+59
| +1% | +$12.8K | 0.02% | 658 |
|
|
2022
Q1 | $1.25M | Buy |
+4,747
| New | +$1.25M | 0.02% | 638 |
|