Amplius Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $465K | Sell |
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|
2025
Q2 | $491K | Buy |
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|
2025
Q1 | $414K | Hold |
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|
2024
Q4 | $458K | Buy |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $360K | Hold |
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|
2024
Q1 | $373K | Hold |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $249K | Sell |
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|
2022
Q3 | $247K | Buy |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $311K | Hold |
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|
2021
Q4 | $337K | Buy |
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