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
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Quarterly reported holdings in iShares Russell 2000 Index by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |