AWMNH
Arcadia Wealth Management (New Hampshire)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Buy |
5,540
+754
| +16% | +$99.6K | 0.32% | 38 |
|
|
2025
Q1 | $603K | Buy |
4,786
+22
| +0.5% | +$2.77K | 0.3% | 44 |
|
|
2024
Q4 | $616K | Sell |
4,764
-339
| -7% | -$43.8K | 0.31% | 43 |
|
|
2024
Q3 | $667K | Sell |
5,103
-127
| -2% | -$16.6K | 0.35% | 39 |
|
|
2024
Q2 | $632K | Sell |
5,230
-397
| -7% | -$47.9K | 0.36% | 39 |
|
|
2024
Q1 | $705K | Sell |
5,627
-269
| -5% | -$33.7K | 0.43% | 33 |
|
|
2023
Q4 | $686K | Sell |
5,896
-341
| -5% | -$39.7K | 0.48% | 31 |
|
|
2023
Q3 | $651K | Sell |
6,237
-155
| -2% | -$16.2K | 0.51% | 30 |
|
|
2023
Q2 | $702K | Sell |
6,392
-41,552
| -87% | -$4.56M | 0.52% | 29 |
|
|
2023
Q1 | $5.09M | Buy |
47,944
+2,629
| +6% | +$279K | 4.22% | 7 |
|
|
2022
Q4 | $4.77M | Buy |
+45,315
| New | +$4.77M | 4.19% | 7 |
|