AWA
Amplius Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Sell |
118,677
-587
| -0.5% | -$88.3K | 1.66% | 20 |
|
|
2025
Q1 | $15.2M | Sell |
119,264
-563
| -0.5% | -$71.5K | 1.58% | 20 |
|
|
2024
Q4 | $16.7M | Buy |
119,827
+1,259
| +1% | +$175K | 1.71% | 19 |
|
|
2024
Q3 | $15.6M | Sell |
118,568
-1,094
| -0.9% | -$144K | 1.71% | 17 |
|
|
2024
Q2 | $15.3M | Sell |
119,662
-5,926
| -5% | -$755K | 1.7% | 17 |
|
|
2024
Q1 | $14.7M | Sell |
125,588
-8,120
| -6% | -$952K | 1.65% | 18 |
|
|
2023
Q4 | $13.9M | Sell |
133,708
-4
| -0% | -$416 | 1.68% | 18 |
|
|
2023
Q3 | $12.7M | Sell |
133,712
-2,332
| -2% | -$221K | 1.7% | 18 |
|
|
2023
Q2 | $13.3M | Sell |
136,044
-1,531
| -1% | -$149K | 1.79% | 14 |
|
|
2023
Q1 | $12.2M | Buy |
137,575
+2,295
| +2% | +$204K | 1.75% | 14 |
|
|
2022
Q4 | $11M | Sell |
135,280
-83,365
| -38% | -$6.8M | 1.76% | 18 |
|
|
2022
Q3 | $17.5M | Buy |
218,645
+2,901
| +1% | +$233K | 3.13% | 10 |
|
|
2022
Q2 | $18.1M | Sell |
215,744
-11,581
| -5% | -$969K | 2.92% | 10 |
|
|
2022
Q1 | $24M | Sell |
227,325
-12,314
| -5% | -$1.3M | 3.69% | 7 |
|
|
2021
Q4 | $27.7M | Buy |
+239,639
| New | +$27.7M | 3.82% | 8 |
|