iShares Russell 1000 Index shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Index by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.9M | 12k | 339.99 |
| 2025-03-31 | $12M | 37k | 306.74 |
| 2024-12-31 | $11M | 36k | 322.16 |
| 2024-09-30 | $11M | 35k | 314.40 |
| 2024-06-30 | $11M | 35k | 297.54 |
| 2024-03-31 | $10M | 36k | 288.05 |
| 2023-12-31 | $8.1M | 31k | 262.25 |
| 2023-09-30 | $6.6M | 28k | 235.84 |
| 2023-06-30 | $6.1M | 25k | 243.73 |
| 2023-03-31 | $5.8M | 26k | 225.23 |
| 2022-12-31 | $6.6M | 31k | 210.52 |
| 2022-09-30 | $5.4M | 27k | 197.33 |
| 2022-06-30 | $5.1M | 25k | 207.86 |
| 2022-03-31 | $4.8M | 19k | 250.18 |