AWAG
ARS Wealth Advisors Group’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Hold |
1,015
| – | – | 0.04% | 120 |
|
|
2025
Q1 | $322K | Hold |
1,015
| – | – | 0.05% | 114 |
|
|
2024
Q4 | $339K | Sell |
1,015
-4
| -0.4% | -$1.34K | 0.05% | 111 |
|
|
2024
Q3 | $333K | Hold |
1,019
| – | – | 0.04% | 124 |
|
|
2024
Q2 | $315K | Sell |
1,019
-466
| -31% | -$144K | 0.04% | 121 |
|
|
2024
Q1 | $446K | Sell |
1,485
-955
| -39% | -$287K | 0.06% | 102 |
|
|
2023
Q4 | $668K | Sell |
2,440
-112
| -4% | -$30.7K | 0.1% | 79 |
|
|
2023
Q3 | $625K | Sell |
2,552
-811
| -24% | -$199K | 0.1% | 81 |
|
|
2023
Q2 | $856K | Sell |
3,363
-105
| -3% | -$26.7K | 0.14% | 72 |
|
|
2023
Q1 | $816K | Buy |
3,468
+360
| +12% | +$84.8K | 0.15% | 65 |
|
|
2022
Q4 | $686K | Sell |
3,108
-3,489
| -53% | -$770K | 0.11% | 74 |
|
|
2022
Q3 | $1.37M | Sell |
6,597
-340
| -5% | -$70.4K | 0.21% | 64 |
|
|
2022
Q2 | $1.51M | Sell |
6,937
-994
| -13% | -$216K | 0.21% | 73 |
|
|
2022
Q1 | $2.08M | Sell |
7,931
-413
| -5% | -$108K | 0.36% | 41 |
|
|
2021
Q4 | $2.32M | Sell |
8,344
-107
| -1% | -$29.7K | 0.39% | 41 |
|
|
2021
Q3 | $2.15M | Buy |
+8,451
| New | +$2.15M | 0.39% | 43 |
|