AWE
Avidian Wealth Enterprises’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.96M | Sell |
23,430
-2,728
| -10% | -$926K | 0.32% | 49 |
|
|
2025
Q1 | $8.02M | Buy |
26,158
+210
| +0.8% | +$64.4K | 0.36% | 48 |
|
|
2024
Q4 | $8.36M | Buy |
25,948
+191
| +0.7% | +$61.5K | 0.38% | 45 |
|
|
2024
Q3 | $8.1M | Buy |
25,757
+147
| +0.6% | +$46.2K | 0.37% | 45 |
|
|
2024
Q2 | $7.62M | Buy |
25,610
+739
| +3% | +$220K | 0.32% | 45 |
|
|
2024
Q1 | $7.16M | Buy |
24,871
+416
| +2% | +$120K | 0.35% | 43 |
|
|
2023
Q4 | $6.41M | Buy |
24,455
+1,233
| +5% | +$323K | 0.39% | 48 |
|
|
2023
Q3 | $5.46M | Buy |
23,222
+1,798
| +8% | +$422K | 0.38% | 56 |
|
|
2023
Q2 | $5.22M | Buy |
21,424
+2,148
| +11% | +$524K | 0.34% | 64 |
|
|
2023
Q1 | $4.34M | Buy |
19,276
+1,729
| +10% | +$389K | 0.24% | 82 |
|
|
2022
Q4 | $3.69M | Buy |
17,547
+163
| +0.9% | +$34.3K | 0.24% | 84 |
|
|
2022
Q3 | $3.43M | Sell |
17,384
-1,418
| -8% | -$280K | 0.25% | 70 |
|
|
2022
Q2 | $3.91M | Buy |
18,802
+291
| +2% | +$60.5K | 0.28% | 70 |
|
|
2022
Q1 | $4.63M | Sell |
18,511
-23
| -0.1% | -$5.75K | 0.28% | 68 |
|
|
2021
Q4 | $4.9M | Buy |
+18,534
| New | +$4.9M | 0.31% | 61 |
|