AWA
Alta 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 | $4.89M | Buy |
25,157
+116
| +0.5% | +$22.5K | 2.31% | 10 |
|
|
2025
Q1 | $4.71M | Sell |
25,041
-514
| -2% | -$96.7K | 2.16% | 8 |
|
|
2024
Q4 | $4.73M | Buy |
25,555
+627
| +3% | +$116K | 2.07% | 9 |
|
|
2024
Q3 | $4.73M | Buy |
24,928
+457
| +2% | +$86.7K | 2.16% | 10 |
|
|
2024
Q2 | $4.27M | Buy |
24,471
+462
| +2% | +$80.6K | 2.13% | 10 |
|
|
2024
Q1 | $4.3M | Buy |
24,009
+197
| +0.8% | +$35.3K | 2.19% | 9 |
|
|
2023
Q4 | $3.93M | Sell |
23,812
-3,446
| -13% | -$569K | 2.2% | 8 |
|
|
2023
Q3 | $4.14M | Buy |
27,258
+456
| +2% | +$69.2K | 2.54% | 7 |
|
|
2023
Q2 | $4.23M | Buy |
26,802
+4
| +0% | +$631 | 2.48% | 8 |
|
|
2023
Q1 | $4.08M | Buy |
26,798
+7
| +0% | +$1.07K | 2.57% | 8 |
|
|
2022
Q4 | $4.06M | Sell |
26,791
-777
| -3% | -$118K | 2.74% | 7 |
|
|
2022
Q3 | $3.75M | Buy |
27,568
+157
| +0.6% | +$21.4K | 2.68% | 8 |
|
|
2022
Q2 | $3.97M | Buy |
27,411
+1,125
| +4% | +$163K | 2.75% | 7 |
|
|
2022
Q1 | $4.36M | Sell |
26,286
-712
| -3% | -$118K | 2.59% | 8 |
|
|
2021
Q4 | $4.53M | Sell |
26,998
-250
| -0.9% | -$42K | 2.79% | 8 |
|
|
2021
Q3 | $4.27M | Buy |
27,248
+118
| +0.4% | +$18.5K | 3.1% | 5 |
|
|
2021
Q2 | $4.3M | Sell |
27,130
-202
| -0.7% | -$32K | 3.15% | 3 |
|
|
2021
Q1 | $4.14M | Buy |
27,332
+258
| +1% | +$39.1K | 3.46% | 3 |
|
|
2020
Q4 | $3.7M | Buy |
+27,074
| New | +$3.7M | 3.11% | 4 |
|