iShares Russell Midcap Value Index shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.9M | 29k | 132.25 |
| 2024-06-30 | $3.5M | 29k | 120.73 |
| 2024-03-31 | $3.8M | 30k | 125.34 |
| 2023-12-31 | $4.3M | 37k | 116.29 |
| 2023-09-30 | $4.1M | 40k | 104.91 |
| 2023-06-30 | $4.2M | 38k | 109.83 |
| 2023-03-31 | $3.8M | 36k | 106.19 |
| 2022-12-31 | $3.8M | 36k | 105.34 |
| 2022-09-30 | $3.6M | 37k | 95.96 |
| 2022-06-30 | $2.1M | 21k | 101.50 |
| 2022-03-31 | $3.5M | 30k | 119.62 |
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