AWA
Amplius Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
800
| – | – | 0.03% | 166 |
|
|
2025
Q1 | $245K | Sell |
800
-50
| -6% | -$15.3K | 0.03% | 158 |
|
|
2024
Q4 | $274K | Hold |
850
| – | – | 0.03% | 145 |
|
|
2024
Q3 | $267K | Hold |
850
| – | – | 0.03% | 141 |
|
|
2024
Q2 | $253K | Hold |
850
| – | – | 0.03% | 144 |
|
|
2024
Q1 | $245K | Sell |
850
-40
| -4% | -$11.5K | 0.03% | 152 |
|
|
2023
Q4 | $233K | Hold |
890
| – | – | 0.03% | 151 |
|
|
2023
Q3 | $209K | Sell |
890
-65
| -7% | -$15.3K | 0.03% | 149 |
|
|
2023
Q2 | $233K | Sell |
955
-40
| -4% | -$9.75K | 0.03% | 146 |
|
|
2023
Q1 | $224K | Sell |
995
-73
| -7% | -$16.4K | 0.03% | 148 |
|
|
2022
Q4 | $225K | Hold |
1,068
| – | – | 0.04% | 142 |
|
|
2022
Q3 | $211K | Sell |
1,068
-64
| -6% | -$12.6K | 0.04% | 144 |
|
|
2022
Q2 | $235K | Sell |
1,132
-3,132
| -73% | -$650K | 0.04% | 142 |
|
|
2022
Q1 | $1.07M | Sell |
4,264
-180
| -4% | -$45K | 0.16% | 61 |
|
|
2021
Q4 | $1.18M | Buy |
+4,444
| New | +$1.18M | 0.16% | 61 |
|