AWA
Amplius Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Hold |
2,710
| – | – | 0.04% | 138 |
|
|
2025
Q1 | $318K | Sell |
2,710
-3
| -0.1% | -$352 | 0.03% | 134 |
|
|
2024
Q4 | $344K | Sell |
2,713
-22
| -0.8% | -$2.79K | 0.04% | 126 |
|
|
2024
Q3 | $321K | Buy |
2,735
+212
| +8% | +$24.9K | 0.04% | 122 |
|
|
2024
Q2 | $278K | Sell |
2,523
-90
| -3% | -$9.93K | 0.03% | 137 |
|
|
2024
Q1 | $298K | Sell |
2,613
-14
| -0.5% | -$1.6K | 0.03% | 128 |
|
|
2023
Q4 | $274K | Sell |
2,627
-63
| -2% | -$6.58K | 0.03% | 133 |
|
|
2023
Q3 | $246K | Sell |
2,690
-20
| -0.7% | -$1.83K | 0.03% | 134 |
|
|
2023
Q2 | $262K | Sell |
2,710
-2,664
| -50% | -$257K | 0.04% | 131 |
|
|
2023
Q1 | $489K | Sell |
5,374
-150
| -3% | -$13.7K | 0.07% | 96 |
|
|
2022
Q4 | $462K | Buy |
+5,524
| New | +$462K | 0.07% | 96 |
|
|
2022
Q1 | – | Sell |
-330
| Closed | -$38K | – | 539 |
|
|
2021
Q4 | $38K | Buy |
+330
| New | +$38K | 0.01% | 373 |
|