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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation Put Option (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Morgan Stanley
Bank of America Corporation
Us Bancorp
Envestnet Portfolio Solutions
Wells Fargo & Company
First Citizens Bank & Trust
Royal Bank of Canada
Commerce Bank N A
Commonwealth Equity Services
FMR
Betterment
UBS Group
Pnc Financial Services
ZB

View all funds holding iShares Russell Midcap Value Index