AWA
Aaron Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,310
| Closed | -$293K | – | 475 |
|
|
2024
Q4 | $293K | Hold |
3,310
| – | – | 0.03% | 325 |
|
|
2024
Q3 | $292K | Hold |
3,310
| – | – | 0.03% | 311 |
|
|
2024
Q2 | $268K | Sell |
3,310
-912
| -22% | -$73.9K | 0.04% | 260 |
|
|
2024
Q1 | $355K | Sell |
4,222
-260
| -6% | -$21.9K | 0.05% | 199 |
|
|
2023
Q4 | $348K | Sell |
4,482
-59
| -1% | -$4.59K | 0.06% | 174 |
|
|
2023
Q3 | $314K | Sell |
4,541
-198
| -4% | -$13.7K | 0.04% | 190 |
|
|
2023
Q2 | $346K | Sell |
4,739
-204
| -4% | -$14.9K | 0.05% | 192 |
|
|
2023
Q1 | $346K | Buy |
4,943
+325
| +7% | +$22.7K | 0.05% | 191 |
|
|
2022
Q4 | $311K | Sell |
4,618
-354
| -7% | -$23.9K | 0.05% | 190 |
|
|
2022
Q3 | $309K | Sell |
4,972
-22,528
| -82% | -$1.4M | 0.06% | 164 |
|
|
2022
Q2 | $1.78M | Sell |
27,500
-1,741,900
| -98% | -$113M | 0.45% | 43 |
|
|
2022
Q1 | $22.7M | Buy |
+1,769,400
| New | +$22.7M | 0.31% | 36 |
|