APWA
Atlas Private Wealth Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
1,538
+80
| +5% | +$12.4K | 0.03% | 180 |
|
|
2025
Q1 | $212K | Buy |
1,458
+12
| +0.8% | +$1.75K | 0.03% | 175 |
|
|
2024
Q4 | $215K | Buy |
+1,446
| New | +$215K | 0.03% | 160 |
|
|
2021
Q4 | – | Sell |
-20
| Closed | -$3K | – | 616 |
|
|
2021
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 636 |
|