iShares Russell 2000 Index shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $22M | 99k | 220.96 |
| 2024-09-30 | $23M | 102k | 220.89 |
| 2024-06-30 | $21M | 103k | 202.89 |
| 2024-03-31 | $23M | 109k | 210.30 |
| 2023-12-31 | $21M | 102k | 200.71 |
| 2023-09-30 | $15M | 85k | 177.45 |
| 2023-06-30 | $15M | 79k | 187.27 |
| 2023-03-31 | $13M | 72k | 178.39 |
| 2022-12-31 | $11M | 63k | 174.37 |
| 2022-09-30 | $9.0M | 55k | 164.99 |
| 2022-06-30 | $6.3M | 37k | 169.37 |
| 2022-03-31 | $9.4M | 46k | 205.21 |