AWA
Aquire Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Sell |
13,881
-9
| -0.1% | -$3.16K | 1.31% | 12 |
|
|
2025
Q1 | $4.41M | Buy |
13,890
+19
| +0.1% | +$6.04K | 1.36% | 10 |
|
|
2024
Q4 | $4.64M | Sell |
13,871
-633
| -4% | -$212K | 1.44% | 10 |
|
|
2024
Q3 | $4.74M | Sell |
14,504
-504
| -3% | -$165K | 1.49% | 10 |
|
|
2024
Q2 | $4.63M | Sell |
15,008
-67
| -0.4% | -$20.7K | 1.56% | 12 |
|
|
2024
Q1 | $4.52M | Sell |
15,075
-259
| -2% | -$77.7K | 1.58% | 12 |
|
|
2023
Q4 | $4.2M | Sell |
15,334
-896
| -6% | -$245K | 1.6% | 13 |
|
|
2023
Q3 | $3.98M | Sell |
16,230
-2,656
| -14% | -$651K | 1.66% | 14 |
|
|
2023
Q2 | $4.81M | Sell |
18,886
-447
| -2% | -$114K | 1.92% | 11 |
|
|
2023
Q1 | $4.55M | Sell |
19,333
-6
| -0% | -$1.41K | 1.99% | 12 |
|
|
2022
Q4 | $4.27M | Sell |
19,339
-985
| -5% | -$217K | 2.12% | 13 |
|
|
2022
Q3 | $4.21M | Sell |
20,324
-734
| -3% | -$152K | 2.44% | 14 |
|
|
2022
Q2 | $4.58M | Buy |
21,058
+3
| +0% | +$652 | 2.67% | 15 |
|
|
2022
Q1 | $5.52M | Sell |
21,055
-8
| -0% | -$2.1K | 2.94% | 9 |
|
|
2021
Q4 | $5.85M | Buy |
+21,063
| New | +$5.85M | 3.06% | 10 |
|