AWA
Aaron Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Hold |
17,929
| – | – | 0.36% | 43 |
|
|
2025
Q1 | $3.37M | Sell |
17,929
-2,748
| -13% | -$517K | 0.39% | 36 |
|
|
2024
Q4 | $3.83M | Buy |
20,677
+3,930
| +23% | +$728K | 0.44% | 36 |
|
|
2024
Q3 | $3.18M | Hold |
16,747
| – | – | 0.38% | 38 |
|
|
2024
Q2 | $2.92M | Buy |
16,747
+7,154
| +75% | +$1.25M | 0.41% | 37 |
|
|
2024
Q1 | $1.72M | Hold |
9,593
| – | – | 0.25% | 60 |
|
|
2023
Q4 | $1.59M | Sell |
9,593
-100
| -1% | -$16.5K | 0.26% | 52 |
|
|
2023
Q3 | $1.47M | Hold |
9,693
| – | – | 0.19% | 72 |
|
|
2023
Q2 | $1.53M | Hold |
9,693
| – | – | 0.2% | 75 |
|
|
2023
Q1 | $1.48M | Sell |
9,693
-282
| -3% | -$42.9K | 0.2% | 77 |
|
|
2022
Q4 | $1.51M | Buy |
9,975
+6,464
| +184% | +$980K | 0.22% | 73 |
|
|
2022
Q3 | $477K | Sell |
3,511
-521
| -13% | -$70.8K | 0.09% | 115 |
|
|
2022
Q2 | $584K | Sell |
4,032
-156,968
| -97% | -$22.7M | 0.15% | 92 |
|
|
2022
Q1 | $970K | Buy |
+161,000
| New | +$970K | 0.01% | 365 |
|