iShares Russell 1000 Value Index shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 96k | 189.80 |
| 2024-06-30 | $17M | 98k | 174.47 |
| 2024-03-31 | $18M | 101k | 179.11 |
| 2023-12-31 | $19M | 114k | 165.25 |
| 2023-09-30 | $18M | 119k | 152.77 |
| 2023-06-30 | $17M | 106k | 157.83 |
| 2023-03-31 | $15M | 98k | 152.28 |
| 2022-12-31 | $15M | 98k | 151.63 |
| 2022-09-30 | $13M | 95k | 136.01 |
| 2022-06-30 | $8.5M | 59k | 144.90 |
| 2022-03-31 | $14M | 82k | 166.02 |
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