AWA
Amplius Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Buy |
42,919
+2,428
| +6% | +$151K | 0.25% | 51 |
|
|
2025
Q1 | $2.36M | Buy |
40,491
+3,986
| +11% | +$233K | 0.25% | 49 |
|
|
2024
Q4 | $2.27M | Buy |
36,505
+3,143
| +9% | +$196K | 0.23% | 48 |
|
|
2024
Q3 | $2.08M | Buy |
33,362
+167
| +0.5% | +$10.4K | 0.23% | 52 |
|
|
2024
Q2 | $1.94M | Sell |
33,195
-781
| -2% | -$45.7K | 0.22% | 55 |
|
|
2024
Q1 | $2.06M | Buy |
33,976
+27,175
| +400% | +$1.65M | 0.23% | 52 |
|
|
2023
Q4 | $1.88M | Buy |
6,801
+172
| +3% | +$47.7K | 0.23% | 55 |
|
|
2023
Q3 | $1.65M | Sell |
6,629
-70
| -1% | -$17.5K | 0.22% | 54 |
|
|
2023
Q2 | $1.75M | Sell |
6,699
-88
| -1% | -$23K | 0.24% | 54 |
|
|
2023
Q1 | $1.7M | Buy |
6,787
+894
| +15% | +$224K | 0.24% | 50 |
|
|
2022
Q4 | $1.43M | Sell |
5,893
-69,737
| -92% | -$16.9M | 0.23% | 53 |
|
|
2022
Q3 | $16.6M | Buy |
75,630
+72,134
| +2,063% | +$15.8M | 2.96% | 13 |
|
|
2022
Q2 | $790K | Sell |
3,496
-950
| -21% | -$215K | 0.13% | 68 |
|
|
2022
Q1 | $1.19M | Hold |
4,446
| – | – | 0.18% | 59 |
|
|
2021
Q4 | $1.26M | Buy |
+4,446
| New | +$1.26M | 0.17% | 59 |
|