AWAG
ARS Wealth Advisors Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
3,257
-242
| -7% | -$22.3K | 0.03% | 132 |
|
|
2025
Q1 | $298K | Buy |
3,499
+1
| +0% | +$85 | 0.04% | 120 |
|
|
2024
Q4 | $309K | Buy |
3,498
+2
| +0.1% | +$177 | 0.04% | 117 |
|
|
2024
Q3 | $308K | Buy |
3,496
+2
| +0.1% | +$176 | 0.04% | 133 |
|
|
2024
Q2 | $283K | Sell |
3,494
-618
| -15% | -$50.1K | 0.04% | 132 |
|
|
2024
Q1 | $346K | Buy |
4,112
+1
| +0% | +$84 | 0.05% | 119 |
|
|
2023
Q4 | $320K | Sell |
4,111
-251
| -6% | -$19.5K | 0.05% | 114 |
|
|
2023
Q3 | $302K | Sell |
4,362
-412
| -9% | -$28.5K | 0.05% | 110 |
|
|
2023
Q2 | $349K | Sell |
4,774
-1,683
| -26% | -$123K | 0.06% | 105 |
|
|
2023
Q1 | $452K | Buy |
6,457
+2,193
| +51% | +$153K | 0.08% | 84 |
|
|
2022
Q4 | $288K | Sell |
4,264
-1,582
| -27% | -$107K | 0.05% | 112 |
|
|
2022
Q3 | $363K | Buy |
5,846
+2
| +0% | +$124 | 0.06% | 108 |
|
|
2022
Q2 | $378K | Buy |
5,844
+1
| +0% | +$65 | 0.05% | 119 |
|
|
2022
Q1 | $456K | Sell |
5,843
-32
| -0.5% | -$2.5K | 0.08% | 84 |
|
|
2021
Q4 | $488K | Sell |
5,875
-505
| -8% | -$41.9K | 0.08% | 86 |
|
|
2021
Q3 | $499K | Buy |
+6,380
| New | +$499K | 0.09% | 81 |
|