AWA
Arkadios Wealth Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-64,053
| Closed | -$8.14M | – | 881 |
|
|
2024
Q1 | $8.14M | Sell |
64,053
-1,720
| -3% | -$219K | 0.63% | 30 |
|
|
2023
Q4 | $7.57M | Sell |
65,773
-1,537
| -2% | -$177K | 0.64% | 31 |
|
|
2023
Q3 | $6.96M | Buy |
67,310
+772
| +1% | +$79.8K | 0.66% | 30 |
|
|
2023
Q2 | $7.1M | Buy |
66,538
+2,192
| +3% | +$234K | 0.83% | 22 |
|
|
2023
Q1 | $6.26M | Buy |
64,346
+578
| +0.9% | +$56.2K | 0.75% | 28 |
|
|
2022
Q4 | $5.74M | Buy |
63,768
+1,617
| +3% | +$145K | 0.76% | 28 |
|
|
2022
Q3 | $5.28M | Buy |
62,151
+5,341
| +9% | +$453K | 0.8% | 24 |
|
|
2022
Q2 | $5.1M | Buy |
56,810
+1,351
| +2% | +$121K | 0.76% | 22 |
|
|
2022
Q1 | $5.99M | Buy |
55,459
+3,192
| +6% | +$345K | 0.79% | 22 |
|
|
2021
Q4 | $5.96M | Buy |
52,267
+14,605
| +39% | +$1.66M | 0.79% | 23 |
|
|
2021
Q3 | $3.88M | Buy |
37,662
+6,207
| +20% | +$639K | 0.56% | 34 |
|
|
2021
Q2 | $3.23M | Buy |
31,455
+823
| +3% | +$84.6K | 0.39% | 61 |
|
|
2021
Q1 | $2.9M | Buy |
30,632
+440
| +1% | +$41.7K | 0.48% | 50 |
|
|
2020
Q4 | $2.73M | Buy |
+30,192
| New | +$2.73M | 0.57% | 42 |
|