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	8,791 -2,008	-19%	-$652K	0.07%	309
2025 Q1	$3.43M	Sell	10,799 -538	-5%	-$180K	0.04%	450
2024 Q4	$3.79M	Buy	11,337 +948	+9%	+$319K	0.04%	429
2024 Q3	$3.39M	Buy	10,389 +2,811	+37%	+$885K	0.04%	454
2024 Q2	$2.34M	Sell	7,578 -935	-11%	-$279K	0.03%	579
2024 Q1	$2.55M	Buy	8,513 +661	+8%	+$189K	0.03%	556
2023 Q4	$2.15M	Buy	7,852 +2,531	+48%	+$645K	0.03%	581
2023 Q3	$1.31M	Sell	5,321 -11,996	-69%	-$3.07M	0.02%	708
2023 Q2	$4.41M	Buy	17,317 +13,360	+338%	+$3.21M	0.06%	320
2023 Q1	$932K	Sell	3,957 -215	-5%	-$49.6K	0.01%	827
2022 Q4	$921K	Sell	4,172 -226	-5%	-$50.2K	0.01%	789
2022 Q3	$911K	Sell	4,398 -408	-8%	-$93.8K	0.02%	745
2022 Q2	$1.04M	Buy	4,806 +59	+1%	+$14K	0.02%	676
2022 Q1	$1.25M	Buy	+4,747	New	+$1.23M	0.02%	638