AWE
Avidian Wealth Enterprises’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.5M | Buy |
128,270
+191
| +0.1% | +$81.1K | 2.21% | 9 |
|
|
2025
Q1 | $46.2M | Sell |
128,079
-4,055
| -3% | -$1.46M | 2.06% | 11 |
|
|
2024
Q4 | $53.1M | Buy |
132,134
+7
| +0% | +$2.81K | 2.38% | 8 |
|
|
2024
Q3 | $49.6M | Sell |
132,127
-2,745
| -2% | -$1.03M | 2.25% | 11 |
|
|
2024
Q2 | $49.2M | Buy |
134,872
+990
| +0.7% | +$361K | 2.04% | 10 |
|
|
2024
Q1 | $45.1M | Sell |
133,882
-5,255
| -4% | -$1.77M | 2.19% | 12 |
|
|
2023
Q4 | $42.2M | Sell |
139,137
-11,280
| -7% | -$3.42M | 2.59% | 6 |
|
|
2023
Q3 | $40M | Sell |
150,417
-20,234
| -12% | -$5.38M | 2.82% | 5 |
|
|
2023
Q2 | $47M | Sell |
170,651
-50,142
| -23% | -$13.8M | 3.07% | 4 |
|
|
2023
Q1 | $53.9M | Buy |
220,793
+37,011
| +20% | +$9.04M | 2.96% | 4 |
|
|
2022
Q4 | $39.4M | Buy |
183,782
+70,722
| +63% | +$15.2M | 2.56% | 6 |
|
|
2022
Q3 | $23.8M | Sell |
113,060
-10,224
| -8% | -$2.15M | 1.72% | 11 |
|
|
2022
Q2 | $27M | Sell |
123,284
-5,512
| -4% | -$1.21M | 1.91% | 8 |
|
|
2022
Q1 | $35.8M | Buy |
128,796
+1,421
| +1% | +$395K | 2.19% | 7 |
|
|
2021
Q4 | $38.9M | Sell |
127,375
-511
| -0.4% | -$156K | 2.42% | 6 |
|
|
2021
Q3 | $35M | Sell |
127,886
-575
| -0.4% | -$158K | 2.67% | 7 |
|
|
2021
Q2 | $34.9M | Sell |
128,461
-7,414
| -5% | -$2.01M | 2.68% | 6 |
|
|
2021
Q1 | $33M | Buy |
135,875
+2,496
| +2% | +$607K | 2.81% | 7 |
|
|
2020
Q4 | $32.2M | Sell |
133,379
-10,438
| -7% | -$2.52M | 3.05% | 6 |
|
|
2020
Q3 | $31.2M | Buy |
143,817
+32,942
| +30% | +$7.14M | 3.53% | 7 |
|
|
2020
Q2 | $21.3M | Sell |
110,875
-1,306
| -1% | -$251K | 2.87% | 8 |
|
|
2020
Q1 | $16.9M | Buy |
112,181
+2,695
| +2% | +$406K | 2.71% | 9 |
|
|
2019
Q4 | $19.3M | Buy |
109,486
+1,342
| +1% | +$236K | 2.74% | 10 |
|
|
2019
Q3 | $17.3M | Buy |
108,144
+1,490
| +1% | +$238K | 2.84% | 10 |
|
|
2019
Q2 | $16.8M | Buy |
106,654
+9,841
| +10% | +$1.55M | 3.97% | 7 |
|
|
2019
Q1 | $14.7M | Buy |
96,813
+8,287
| +9% | +$1.25M | 3.26% | 12 |
|
|
2018
Q4 | $11.6M | Buy |
+88,526
| New | +$11.6M | 4.05% | 7 |
|