AWA
Amplius Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
2,275
+200
| +10% | +$43.2K | 0.05% | 119 |
|
|
2025
Q1 | $414K | Hold |
2,075
| – | – | 0.04% | 122 |
|
|
2024
Q4 | $458K | Buy |
2,075
+270
| +15% | +$59.7K | 0.05% | 115 |
|
|
2024
Q3 | $399K | Buy |
1,805
+30
| +2% | +$6.63K | 0.04% | 112 |
|
|
2024
Q2 | $360K | Hold |
1,775
| – | – | 0.04% | 116 |
|
|
2024
Q1 | $373K | Hold |
1,775
| – | – | 0.04% | 113 |
|
|
2023
Q4 | $356K | Buy |
1,775
+146
| +9% | +$29.3K | 0.04% | 115 |
|
|
2023
Q3 | $288K | Hold |
1,629
| – | – | 0.04% | 124 |
|
|
2023
Q2 | $305K | Sell |
1,629
-6
| -0.4% | -$1.12K | 0.04% | 123 |
|
|
2023
Q1 | $292K | Buy |
1,635
+206
| +14% | +$36.8K | 0.04% | 126 |
|
|
2022
Q4 | $249K | Sell |
1,429
-70
| -5% | -$12.2K | 0.04% | 133 |
|
|
2022
Q3 | $247K | Buy |
1,499
+131
| +10% | +$21.6K | 0.04% | 130 |
|
|
2022
Q2 | $231K | Sell |
1,368
-148
| -10% | -$25K | 0.04% | 143 |
|
|
2022
Q1 | $311K | Hold |
1,516
| – | – | 0.05% | 130 |
|
|
2021
Q4 | $337K | Buy |
+1,516
| New | +$337K | 0.05% | 144 |
|