AWA
Amplius Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
+2,767
| New | +$254K | 0.02% | 176 |
|
|
2025
Q1 | – | Sell |
-2,273
| Closed | -$201K | – | 189 |
|
|
2024
Q4 | $201K | Hold |
2,273
| – | – | 0.02% | 173 |
|
|
2024
Q3 | $200K | Buy |
+2,273
| New | +$200K | 0.02% | 172 |
|
|
2022
Q4 | – | Sell |
-3,258
| Closed | -$202K | – | 174 |
|
|
2022
Q3 | $202K | Buy |
+3,258
| New | +$202K | 0.04% | 150 |
|
|
2022
Q1 | – | Sell |
-8,749
| Closed | -$726K | – | 540 |
|
|
2021
Q4 | $726K | Buy |
+8,749
| New | +$726K | 0.1% | 79 |
|