AWA
Amplius Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
5,240
-3,435
| -40% | -$313K | 0.04% | 125 |
|
|
2025
Q1 | $722K | Buy |
8,675
+1,336
| +18% | +$111K | 0.08% | 89 |
|
|
2024
Q4 | $667K | Buy |
7,339
+3,965
| +118% | +$361K | 0.07% | 90 |
|
|
2024
Q3 | $310K | Sell |
3,374
-674
| -17% | -$62K | 0.03% | 127 |
|
|
2024
Q2 | $357K | Buy |
4,048
+390
| +11% | +$34.4K | 0.04% | 119 |
|
|
2024
Q1 | $334K | Buy |
3,658
+545
| +18% | +$49.7K | 0.04% | 119 |
|
|
2023
Q4 | $247K | Hold |
3,113
| – | – | 0.03% | 144 |
|
|
2023
Q3 | $225K | Hold |
3,113
| – | – | 0.03% | 141 |
|
|
2023
Q2 | $233K | Hold |
3,113
| – | – | 0.03% | 145 |
|
|
2023
Q1 | $223K | Hold |
3,113
| – | – | 0.03% | 151 |
|
|
2022
Q4 | $213K | Buy |
+3,113
| New | +$213K | 0.03% | 148 |
|