AWAG
ARS Wealth Advisors Group’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-701
| Closed | -$226K | – | 165 |
|
|
2024
Q4 | $226K | Hold |
701
| – | – | 0.03% | 145 |
|
|
2024
Q3 | $220K | Sell |
701
-27
| -4% | -$8.49K | 0.03% | 159 |
|
|
2024
Q2 | $217K | Sell |
728
-73
| -9% | -$21.7K | 0.03% | 154 |
|
|
2024
Q1 | $231K | Sell |
801
-2
| -0.2% | -$576 | 0.03% | 151 |
|
|
2023
Q4 | $211K | Buy |
+803
| New | +$211K | 0.03% | 149 |
|
|
2022
Q4 | – | Sell |
-1,140
| Closed | -$225K | – | 145 |
|
|
2022
Q3 | $225K | Hold |
1,140
| – | – | 0.03% | 134 |
|
|
2022
Q2 | $237K | Buy |
1,140
+50
| +5% | +$10.4K | 0.03% | 141 |
|
|
2022
Q1 | $273K | Buy |
+1,090
| New | +$273K | 0.05% | 109 |
|