APWA
Atlas Private Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
2,177
+140
| +7% | +$21.1K | 0.04% | 149 |
|
|
2025
Q1 | $259K | Sell |
2,037
-56
| -3% | -$7.12K | 0.04% | 157 |
|
|
2024
Q4 | $292K | Hold |
2,093
| – | – | 0.04% | 136 |
|
|
2024
Q3 | $276K | Hold |
2,093
| – | – | 0.04% | 131 |
|
|
2024
Q2 | $267K | Buy |
+2,093
| New | +$267K | 0.04% | 129 |
|
|
2024
Q1 | – | Sell |
-2,947
| Closed | -$307K | – | 141 |
|
|
2023
Q4 | $307K | Hold |
2,947
| – | – | 0.06% | 121 |
|
|
2023
Q3 | $280K | Sell |
2,947
-96
| -3% | -$9.11K | 0.05% | 147 |
|
|
2023
Q2 | $297K | Buy |
+3,043
| New | +$297K | 0.06% | 148 |
|
|
2022
Q2 | – | Sell |
-2,333
| Closed | -$247K | – | 141 |
|
|
2022
Q1 | $247K | Buy |
+2,333
| New | +$247K | 0.11% | 118 |
|
|
2021
Q4 | – | Sell |
-124
| Closed | -$13K | – | 429 |
|
|
2021
Q3 | $13K | Hold |
124
| – | – | 0.01% | 430 |
|
|
2021
Q2 | $13K | Hold |
124
| – | – | 0.01% | 434 |
|
|
2021
Q1 | $11K | Hold |
124
| – | – | 0.01% | 479 |
|
|
2020
Q4 | $11K | Hold |
124
| – | – | 0.01% | 414 |
|
|
2020
Q3 | $10K | Hold |
124
| – | – | 0.01% | 386 |
|
|
2020
Q2 | $9K | Buy |
+124
| New | +$9K | 0.01% | 424 |
|