AWA
Amplius Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9M | Sell |
282,789
-45,715
| -14% | -$5M | 2.87% | 12 |
|
|
2025
Q1 | $34.4M | Buy |
328,504
+45,567
| +16% | +$4.77M | 3.57% | 6 |
|
|
2024
Q4 | $32.6M | Sell |
282,937
-2,431
| -0.9% | -$280K | 3.34% | 11 |
|
|
2024
Q3 | $33.4M | Buy |
285,368
+262,186
| +1,131% | +$30.7M | 3.64% | 8 |
|
|
2024
Q2 | $2.47M | Buy |
23,182
+235
| +1% | +$25.1K | 0.28% | 47 |
|
|
2024
Q1 | $2.54M | Sell |
22,947
-540
| -2% | -$59.7K | 0.28% | 46 |
|
|
2023
Q4 | $2.54M | Buy |
23,487
+435
| +2% | +$47.1K | 0.31% | 46 |
|
|
2023
Q3 | $2.17M | Sell |
23,052
-474
| -2% | -$44.7K | 0.29% | 48 |
|
|
2023
Q2 | $2.34M | Sell |
23,526
-220
| -0.9% | -$21.9K | 0.32% | 48 |
|
|
2023
Q1 | $2.3M | Buy |
23,746
+1,314
| +6% | +$127K | 0.33% | 48 |
|
|
2022
Q4 | $2.12M | Sell |
22,432
-183,241
| -89% | -$17.3M | 0.34% | 49 |
|
|
2022
Q3 | $17.9M | Buy |
205,673
+185,608
| +925% | +$16.2M | 3.21% | 9 |
|
|
2022
Q2 | $1.85M | Sell |
20,065
-4,402
| -18% | -$407K | 0.3% | 45 |
|
|
2022
Q1 | $2.64M | Buy |
24,467
+1,924
| +9% | +$208K | 0.41% | 37 |
|
|
2021
Q4 | $2.58M | Buy |
+22,543
| New | +$2.58M | 0.36% | 39 |
|