AWM
Atticus Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Buy |
3,767
+65
| +2% | +$8.59K | 0.13% | 89 |
|
|
2025
Q1 | $466K | Sell |
3,702
-65
| -2% | -$8.19K | 0.15% | 76 |
|
|
2024
Q4 | $487K | Buy |
3,767
+12
| +0.3% | +$1.55K | 0.15% | 72 |
|
|
2024
Q3 | $497K | Buy |
3,755
+715
| +24% | +$94.6K | 0.16% | 70 |
|
|
2024
Q2 | $367K | Sell |
3,040
-435
| -13% | -$52.5K | 0.12% | 78 |
|
|
2024
Q1 | $436K | Sell |
3,475
-129
| -4% | -$16.2K | 0.14% | 75 |
|
|
2023
Q4 | $419K | Sell |
3,604
-119
| -3% | -$13.8K | 0.15% | 80 |
|
|
2023
Q3 | $388K | Hold |
3,723
| – | – | 0.15% | 84 |
|
|
2023
Q2 | $409K | Sell |
3,723
-36
| -1% | -$3.96K | 0.15% | 87 |
|
|
2023
Q1 | $399K | Sell |
3,759
-629
| -14% | -$66.8K | 0.15% | 84 |
|
|
2022
Q4 | $462K | Buy |
+4,388
| New | +$462K | 0.19% | 77 |
|
|
2022
Q3 | – | Sell |
-5,051
| Closed | -$513K | – | 596 |
|
|
2022
Q2 | $513K | Sell |
5,051
-98
| -2% | -$9.95K | 0.21% | 73 |
|
|
2022
Q1 | $616K | Buy |
5,149
+10
| +0.2% | +$1.2K | 0.22% | 68 |
|
|
2021
Q4 | $629K | Buy |
5,139
+23
| +0.4% | +$2.82K | 0.25% | 57 |
|
|
2021
Q3 | $579K | Sell |
5,116
-178
| -3% | -$20.1K | 0.25% | 52 |
|
|
2021
Q2 | $609K | Buy |
5,294
+17
| +0.3% | +$1.96K | 0.27% | 56 |
|
|
2021
Q1 | $577K | Sell |
5,277
-1,226
| -19% | -$134K | 0.27% | 57 |
|
|
2020
Q4 | $631K | Sell |
6,503
-625
| -9% | -$60.6K | 0.32% | 50 |
|
|
2020
Q3 | $576K | Sell |
7,128
-724
| -9% | -$58.5K | 0.34% | 52 |
|
|
2020
Q2 | $601K | Sell |
7,852
-6,242
| -44% | -$478K | 0.4% | 47 |
|
|
2020
Q1 | $903K | Sell |
14,094
-5,047
| -26% | -$323K | 0.73% | 33 |
|
|
2019
Q4 | $1.81M | Buy |
+19,141
| New | +$1.81M | 1.16% | 24 |
|