Atria Wealth Solutions’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-52,537
Closed -$4.32M 1697
2025
Q1
$4.32M Buy
+52,537
New +$4.32M 0.05% 383
2024
Q4
Sell
-78,347
Closed -$6.37M 2009
2024
Q3
$6.37M Buy
+78,347
New +$6.37M 0.07% 286