AWMNH
Arcadia Wealth Management (New Hampshire)’s iShares Russell Top 200 Value ETF IWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
15,672
-840
| -5% | -$70.7K | 0.58% | 31 |
|
|
2025
Q1 | $1.36M | Sell |
16,512
-39
| -0.2% | -$3.21K | 0.67% | 28 |
|
|
2024
Q4 | $1.31M | Sell |
16,551
-810
| -5% | -$64K | 0.66% | 26 |
|
|
2024
Q3 | $1.4M | Sell |
17,361
-151
| -0.9% | -$12.2K | 0.74% | 24 |
|
|
2024
Q2 | $1.31M | Sell |
17,512
-86
| -0.5% | -$6.44K | 0.75% | 23 |
|
|
2024
Q1 | $1.34M | Buy |
17,598
+184
| +1% | +$14K | 0.83% | 22 |
|
|
2023
Q4 | $1.22M | Sell |
17,414
-1,192
| -6% | -$83.6K | 0.85% | 22 |
|
|
2023
Q3 | $1.22M | Sell |
18,606
-988
| -5% | -$64.6K | 0.95% | 21 |
|
|
2023
Q2 | $1.32M | Sell |
19,594
-130,785
| -87% | -$8.82M | 0.98% | 20 |
|
|
2023
Q1 | $9.79M | Buy |
150,379
+10,130
| +7% | +$659K | 8.12% | 3 |
|
|
2022
Q4 | $9.11M | Buy |
+140,249
| New | +$9.11M | 8% | 3 |
|