AWA
Amplius Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,936
| Closed | -$524K | – | 175 |
|
|
2023
Q1 | $524K | Buy |
4,936
+91
| +2% | +$9.66K | 0.08% | 89 |
|
|
2022
Q4 | $510K | Buy |
+4,845
| New | +$510K | 0.08% | 85 |
|
|
2022
Q1 | – | Sell |
-533
| Closed | -$65K | – | 541 |
|
|
2021
Q4 | $65K | Buy |
+533
| New | +$65K | 0.01% | 297 |
|