AWA
Aletheian Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
6,682
+665
| +11% | +$105K | 0.52% | 37 |
|
|
2025
Q1 | $908K | Sell |
6,017
-437
| -7% | -$66K | 0.51% | 40 |
|
|
2024
Q4 | $1.06M | Buy |
6,454
+65
| +1% | +$10.7K | 0.63% | 34 |
|
|
2024
Q3 | $1.07M | Buy |
6,389
+258
| +4% | +$43K | 0.62% | 32 |
|
|
2024
Q2 | $934K | Buy |
6,131
+221
| +4% | +$33.7K | 0.49% | 49 |
|
|
2024
Q1 | $939K | Buy |
5,910
+380
| +7% | +$60.3K | 0.51% | 50 |
|
|
2023
Q4 | $859K | Buy |
5,530
+402
| +8% | +$62.4K | 0.57% | 44 |
|
|
2023
Q3 | $695K | Sell |
5,128
-72
| -1% | -$9.76K | 0.53% | 48 |
|
|
2023
Q2 | $732K | Buy |
5,200
+353
| +7% | +$49.7K | 0.5% | 50 |
|
|
2023
Q1 | $664K | Sell |
4,847
-2,751
| -36% | -$377K | 0.59% | 31 |
|
|
2022
Q4 | $1.05M | Buy |
7,598
+3,818
| +101% | +$529K | 0.91% | 29 |
|
|
2022
Q3 | $487K | Buy |
3,780
+25
| +0.7% | +$3.22K | 0.55% | 35 |
|
|
2022
Q2 | $511K | Sell |
3,755
-589
| -14% | -$80.2K | 0.52% | 35 |
|
|
2022
Q1 | $701K | Sell |
4,344
-47
| -1% | -$7.58K | 0.67% | 32 |
|
|
2021
Q4 | $729K | Buy |
+4,391
| New | +$729K | 0.71% | 29 |
|