AWA
Aaron Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9M | Hold |
21,188
| – | – | 0.92% | 20 |
|
|
2025
Q1 | $7.65M | Sell |
21,188
-1,799
| -8% | -$650K | 0.88% | 19 |
|
|
2024
Q4 | $9.23M | Buy |
22,987
+1,834
| +9% | +$737K | 1.07% | 17 |
|
|
2024
Q3 | $7.94M | Buy |
21,153
+107
| +0.5% | +$40.2K | 0.95% | 16 |
|
|
2024
Q2 | $7.67M | Sell |
21,046
-68
| -0.3% | -$24.8K | 1.06% | 16 |
|
|
2024
Q1 | $7.12M | Buy |
21,114
+1
| +0% | +$337 | 1.02% | 16 |
|
|
2023
Q4 | $6.4M | Sell |
21,113
-4
| -0% | -$1.21K | 1.06% | 15 |
|
|
2023
Q3 | $5.62M | Sell |
21,117
-1,441
| -6% | -$383K | 0.72% | 23 |
|
|
2023
Q2 | $6.21M | Buy |
22,558
+1,257
| +6% | +$346K | 0.81% | 25 |
|
|
2023
Q1 | $5.2M | Sell |
21,301
-591
| -3% | -$144K | 0.72% | 31 |
|
|
2022
Q4 | $4.69M | Buy |
21,892
+3,034
| +16% | +$650K | 0.68% | 31 |
|
|
2022
Q3 | $3.97M | Sell |
18,858
-904
| -5% | -$190K | 0.73% | 34 |
|
|
2022
Q2 | $4.32M | Sell |
19,762
-5,028,661
| -100% | -$1.1B | 1.09% | 23 |
|
|
2022
Q1 | $18.2M | Buy |
5,048,423
+5,029,648
| +26,789% | +$18.1M | 0.25% | 44 |
|
|
2021
Q4 | $5.74M | Sell |
18,775
-67
| -0.4% | -$20.5K | 1.6% | 15 |
|
|
2021
Q3 | $5.16M | Buy |
18,842
+477
| +3% | +$131K | 1.46% | 17 |
|
|
2021
Q2 | $4.99M | Hold |
18,365
| – | – | 1.64% | 15 |
|
|
2021
Q1 | $4.46M | Sell |
18,365
-120
| -0.6% | -$29.2K | 1.64% | 15 |
|
|
2020
Q4 | $4.46M | Buy |
+18,485
| New | +$4.46M | 1.63% | 19 |
|