iShares Russell 1000 Value Index shares owned by Atria Investments
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Atria Investments
from 13F filings
Historical chart of Atria Investments investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 38k | 203.59 |
| 2025-06-30 | $2.8M | 14k | 194.22 |
| 2025-03-31 | $3.8M | 20k | 188.16 |
| 2024-12-31 | $15M | 79k | 185.13 |
| 2024-09-30 | $1.5M | 8.0k | 189.81 |
| 2024-06-30 | $5.9M | 34k | 174.47 |
| 2024-03-31 | $5.0M | 28k | 179.11 |
| 2023-12-31 | $8.8M | 53k | 165.25 |
| 2023-09-30 | $3.9M | 26k | 151.82 |
| 2023-06-30 | $3.9M | 25k | 157.83 |
| 2023-03-31 | $1.5M | 9.5k | 152.27 |
| 2022-12-31 | $7.2M | 48k | 151.65 |
| 2022-09-30 | $7.4M | 54k | 136.00 |
| 2022-06-30 | $9.7M | 67k | 144.97 |
| 2022-03-31 | $3.5M | 21k | 165.98 |
| 2021-12-31 | $4.0M | 24k | 167.95 |
| 2021-09-30 | $2.2M | 14k | 156.49 |
| 2021-06-30 | $2.1M | 13k | 158.63 |
| 2021-03-31 | $2.1M | 14k | 151.53 |
| 2020-12-31 | $1.7M | 13k | 136.72 |
| 2020-09-30 | $1.9M | 16k | 118.10 |
| 2020-06-30 | $1.3M | 11k | 112.60 |
| 2019-12-31 | $610k | 4.5k | 136.43 |
| 2019-09-30 | $854k | 6.7k | 128.32 |
| 2019-06-30 | $782k | 6.4k | 122.94 |
| 2019-03-31 | $1.0M | 8.4k | 123.49 |
| 2018-12-31 | $1.5M | 14k | 111.08 |
| 2018-09-30 | $1.3M | 9.9k | 126.63 |
| 2018-06-30 | $1.3M | 11k | 121.42 |
| 2018-03-31 | $3.2M | 27k | 119.95 |
| 2017-12-31 | $5.1M | 41k | 124.34 |
| 2017-09-30 | $3.3M | 28k | 118.51 |
| 2017-06-30 | $3.6M | 31k | 116.43 |
| 2017-03-31 | $3.7M | 32k | 114.94 |
| 2016-12-31 | $2.7M | 24k | 112.02 |
| 2016-09-30 | $2.1M | 20k | 105.63 |
| 2016-06-30 | $2.3M | 22k | 103.04 |
| 2016-03-31 | $2.1M | 22k | 98.82 |
| 2015-12-31 | $3.6M | 39k | 91.97 |
| 2015-09-30 | $38k | 3.5k | 10.72 |
| 2015-06-30 | $1.4M | 14k | 103.13 |
| 2015-03-31 | $1.1M | 11k | 103.07 |
| 2014-12-31 | $2.8M | 27k | 104.38 |
| 2014-09-30 | $2.7M | 27k | 100.09 |
| 2014-06-30 | $2.5M | 24k | 101.27 |
| 2014-03-31 | $2.1M | 22k | 96.52 |
| 2013-12-31 | $1.8M | 19k | 94.16 |
| 2013-09-30 | $1.3M | 16k | 86.19 |
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