AWA
Amplius Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Buy |
13,202
+210
| +2% | +$89.2K | 0.52% | 35 |
|
|
2025
Q1 | $4.69M | Sell |
12,992
-67
| -0.5% | -$24.2K | 0.49% | 35 |
|
|
2024
Q4 | $5.24M | Sell |
13,059
-188
| -1% | -$75.5K | 0.54% | 35 |
|
|
2024
Q3 | $4.97M | Sell |
13,247
-72
| -0.5% | -$27K | 0.54% | 35 |
|
|
2024
Q2 | $4.85M | Sell |
13,319
-21
| -0.2% | -$7.66K | 0.54% | 36 |
|
|
2024
Q1 | $4.5M | Sell |
13,340
-425
| -3% | -$143K | 0.5% | 35 |
|
|
2023
Q4 | $4.17M | Hold |
13,765
| – | – | 0.5% | 38 |
|
|
2023
Q3 | $3.66M | Sell |
13,765
-140
| -1% | -$37.2K | 0.49% | 39 |
|
|
2023
Q2 | $3.83M | Sell |
13,905
-531
| -4% | -$146K | 0.52% | 38 |
|
|
2023
Q1 | $3.53M | Sell |
14,436
-54
| -0.4% | -$13.2K | 0.51% | 37 |
|
|
2022
Q4 | $3.1M | Sell |
14,490
-3,117
| -18% | -$668K | 0.5% | 38 |
|
|
2022
Q3 | $3.71M | Buy |
17,607
+375
| +2% | +$78.9K | 0.66% | 33 |
|
|
2022
Q2 | $3.77M | Sell |
17,232
-459
| -3% | -$100K | 0.61% | 33 |
|
|
2022
Q1 | $4.91M | Sell |
17,691
-108
| -0.6% | -$30K | 0.76% | 29 |
|
|
2021
Q4 | $5.44M | Buy |
+17,799
| New | +$5.44M | 0.75% | 29 |
|