AWA
Amplius Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,551
| Closed | -$487K | – | 174 |
|
|
2023
Q1 | $487K | Buy |
3,551
+75
| +2% | +$10.3K | 0.07% | 97 |
|
|
2022
Q4 | $482K | Buy |
+3,476
| New | +$482K | 0.08% | 90 |
|
|
2022
Q1 | – | Sell |
-454
| Closed | -$75K | – | 537 |
|
|
2021
Q4 | $75K | Buy |
+454
| New | +$75K | 0.01% | 280 |
|