AWA
Amplius Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Buy |
5,628
+5
| +0.1% | +$551 | 0.06% | 103 |
|
|
2025
Q1 | $522K | Buy |
5,623
+6
| +0.1% | +$557 | 0.05% | 110 |
|
|
2024
Q4 | $570K | Buy |
5,617
+6
| +0.1% | +$609 | 0.06% | 96 |
|
|
2024
Q3 | $537K | Buy |
5,611
+8
| +0.1% | +$766 | 0.06% | 95 |
|
|
2024
Q2 | $519K | Buy |
5,603
+704
| +14% | +$65.2K | 0.06% | 97 |
|
|
2024
Q1 | $414K | Buy |
4,899
+4
| +0.1% | +$338 | 0.05% | 110 |
|
|
2023
Q4 | $368K | Buy |
4,895
+30
| +0.6% | +$2.25K | 0.04% | 114 |
|
|
2023
Q3 | $333K | Hold |
4,865
| – | – | 0.04% | 114 |
|
|
2023
Q2 | $343K | Buy |
4,865
+11
| +0.2% | +$775 | 0.05% | 118 |
|
|
2023
Q1 | $310K | Buy |
4,854
+14
| +0.3% | +$895 | 0.04% | 120 |
|
|
2022
Q4 | $283K | Buy |
4,840
+11
| +0.2% | +$643 | 0.05% | 121 |
|
|
2022
Q3 | $279K | Buy |
4,829
+13
| +0.3% | +$751 | 0.05% | 123 |
|
|
2022
Q2 | $290K | Buy |
4,816
+9
| +0.2% | +$542 | 0.05% | 132 |
|
|
2022
Q1 | $367K | Buy |
4,807
+7
| +0.1% | +$534 | 0.06% | 120 |
|
|
2021
Q4 | $401K | Buy |
+4,800
| New | +$401K | 0.06% | 128 |
|