AWE
Avidian Wealth Enterprises’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Sell |
3,902
-263
| -6% | -$35K | 0.02% | 325 |
|
|
2025
Q1 | $519K | Buy |
4,165
+4
| +0.1% | +$498 | 0.02% | 302 |
|
|
2024
Q4 | $563K | Sell |
4,161
-66
| -2% | -$8.93K | 0.03% | 278 |
|
|
2024
Q3 | $590K | Buy |
4,227
+9
| +0.2% | +$1.26K | 0.03% | 271 |
|
|
2024
Q2 | $542K | Buy |
4,218
+4
| +0.1% | +$514 | 0.02% | 267 |
|
|
2024
Q1 | $551K | Buy |
4,214
+8
| +0.2% | +$1.05K | 0.03% | 247 |
|
|
2023
Q4 | $526K | Sell |
4,206
-31
| -0.7% | -$3.88K | 0.03% | 253 |
|
|
2023
Q3 | $465K | Buy |
4,237
+33
| +0.8% | +$3.62K | 0.03% | 270 |
|
|
2023
Q2 | $483K | Buy |
4,204
+1,689
| +67% | +$194K | 0.03% | 271 |
|
|
2023
Q1 | $277K | Buy |
2,515
+543
| +28% | +$59.7K | 0.02% | 398 |
|
|
2022
Q4 | $213K | Buy |
+1,972
| New | +$213K | 0.01% | 419 |
|
|
2022
Q2 | – | Sell |
-1,661
| Closed | -$208K | – | 470 |
|
|
2022
Q1 | $208K | Sell |
1,661
-11,114
| -87% | -$1.39M | 0.01% | 451 |
|
|
2021
Q4 | $1.77M | Buy |
12,775
+11,234
| +729% | +$1.56M | 0.11% | 122 |
|
|
2021
Q3 | $200K | Sell |
1,541
-335
| -18% | -$43.5K | 0.02% | 355 |
|
|
2021
Q2 | $249K | Hold |
1,876
| – | – | 0.02% | 329 |
|
|
2021
Q1 | $241K | Sell |
1,876
-1,002
| -35% | -$129K | 0.02% | 314 |
|
|
2020
Q4 | $329K | Buy |
2,878
+1,632
| +131% | +$187K | 0.03% | 241 |
|
|
2020
Q3 | $220K | Buy |
+1,246
| New | +$220K | 0.02% | 257 |
|