AWA
Amplius Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
7,332
+1,110
| +18% | +$216K | 0.13% | 67 |
|
|
2025
Q1 | $1.17M | Hold |
6,222
| – | – | 0.12% | 70 |
|
|
2024
Q4 | $1.15M | Hold |
6,222
| – | – | 0.12% | 69 |
|
|
2024
Q3 | $1.18M | Hold |
6,222
| – | – | 0.13% | 65 |
|
|
2024
Q2 | $1.09M | Hold |
6,222
| – | – | 0.12% | 69 |
|
|
2024
Q1 | $1.11M | Sell |
6,222
-1,182
| -16% | -$212K | 0.12% | 69 |
|
|
2023
Q4 | $1.22M | Sell |
7,404
-50
| -0.7% | -$8.26K | 0.15% | 61 |
|
|
2023
Q3 | $1.13M | Buy |
7,454
+375
| +5% | +$56.9K | 0.15% | 63 |
|
|
2023
Q2 | $1.12M | Buy |
7,079
+40
| +0.6% | +$6.31K | 0.15% | 64 |
|
|
2023
Q1 | $1.07M | Hold |
7,039
| – | – | 0.15% | 67 |
|
|
2022
Q4 | $1.07M | Hold |
7,039
| – | – | 0.17% | 68 |
|
|
2022
Q3 | $957K | Hold |
7,039
| – | – | 0.17% | 61 |
|
|
2022
Q2 | $1.02M | Sell |
7,039
-579
| -8% | -$83.9K | 0.17% | 58 |
|
|
2022
Q1 | $1.26M | Sell |
7,618
-415
| -5% | -$68.9K | 0.19% | 58 |
|
|
2021
Q4 | $1.35M | Buy |
+8,033
| New | +$1.35M | 0.19% | 57 |
|