AWA
Amplius Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
5,083
-4,594
| -47% | -$611K | 0.06% | 100 |
|
|
2025
Q1 | $1.2M | Buy |
9,677
+2,699
| +39% | +$336K | 0.13% | 68 |
|
|
2024
Q4 | $945K | Buy |
6,978
+2,408
| +53% | +$326K | 0.1% | 75 |
|
|
2024
Q3 | $637K | Buy |
4,570
+951
| +26% | +$133K | 0.07% | 87 |
|
|
2024
Q2 | $465K | Buy |
3,619
+1,242
| +52% | +$160K | 0.05% | 102 |
|
|
2024
Q1 | $311K | Buy |
2,377
+309
| +15% | +$40.4K | 0.03% | 124 |
|
|
2023
Q4 | $259K | Sell |
2,068
-133
| -6% | -$16.6K | 0.03% | 137 |
|
|
2023
Q3 | $241K | Buy |
2,201
+34
| +2% | +$3.73K | 0.03% | 135 |
|
|
2023
Q2 | $249K | Hold |
2,167
| – | – | 0.03% | 139 |
|
|
2023
Q1 | $238K | Sell |
2,167
-34
| -2% | -$3.74K | 0.03% | 142 |
|
|
2022
Q4 | $238K | Buy |
+2,201
| New | +$238K | 0.04% | 139 |
|