AWA
Alta 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 | $5.41M | Buy |
12,735
+25
| +0.2% | +$10.6K | 2.55% | 8 |
|
|
2025
Q1 | $4.59M | Sell |
12,710
-567
| -4% | -$205K | 2.11% | 10 |
|
|
2024
Q4 | $5.33M | Sell |
13,277
-170
| -1% | -$68.3K | 2.33% | 7 |
|
|
2024
Q3 | $5.05M | Buy |
13,447
+235
| +2% | +$88.2K | 2.31% | 9 |
|
|
2024
Q2 | $4.82M | Buy |
13,212
+6
| +0% | +$2.19K | 2.4% | 8 |
|
|
2024
Q1 | $4.45M | Sell |
13,206
-97
| -0.7% | -$32.7K | 2.26% | 8 |
|
|
2023
Q4 | $4.03M | Sell |
13,303
-2,383
| -15% | -$722K | 2.25% | 7 |
|
|
2023
Q3 | $4.17M | Sell |
15,686
-58
| -0.4% | -$15.4K | 2.56% | 6 |
|
|
2023
Q2 | $4.33M | Sell |
15,744
-43
| -0.3% | -$11.8K | 2.54% | 7 |
|
|
2023
Q1 | $3.86M | Buy |
15,787
+144
| +0.9% | +$35.2K | 2.43% | 9 |
|
|
2022
Q4 | $3.35M | Buy |
15,643
+41
| +0.3% | +$8.78K | 2.26% | 9 |
|
|
2022
Q3 | $3.28M | Buy |
15,602
+98
| +0.6% | +$20.6K | 2.35% | 13 |
|
|
2022
Q2 | $3.39M | Buy |
15,504
+989
| +7% | +$216K | 2.35% | 12 |
|
|
2022
Q1 | $4.03M | Sell |
14,515
-904
| -6% | -$251K | 2.39% | 9 |
|
|
2021
Q4 | $4.71M | Sell |
15,419
-363
| -2% | -$111K | 2.9% | 7 |
|
|
2021
Q3 | $4.33M | Buy |
15,782
+45
| +0.3% | +$12.3K | 3.14% | 4 |
|
|
2021
Q2 | $4.27M | Sell |
15,737
-92
| -0.6% | -$25K | 3.13% | 4 |
|
|
2021
Q1 | $3.85M | Sell |
15,829
-307
| -2% | -$74.6K | 3.22% | 4 |
|
|
2020
Q4 | $3.89M | Buy |
+16,136
| New | +$3.89M | 3.27% | 3 |
|