Atria Wealth Solutions’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Sell |
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|
2025
Q1 | $3.43M | Sell |
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|
2024
Q4 | $3.79M | Buy |
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|
2024
Q3 | $3.39M | Buy |
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|
2024
Q2 | $2.34M | Sell |
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|
2024
Q1 | $2.55M | Buy |
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|
2023
Q4 | $2.15M | Buy |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $4.41M | Buy |
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|
2023
Q1 | $932K | Sell |
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|
2022
Q4 | $921K | Sell |
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|
2022
Q3 | $911K | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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