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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

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Quarterly reported holdings in iShares Russell 1000 Index by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
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 197.28
2022-06-30 $5.1M 25k 207.86
2022-03-31 $4.8M 19k 250.18