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AWM
Avondale Wealth Management’s
Independence Realty Trust
IRT
Stock Holding History
Avondale Wealth Management’s Portfolio
IRT Stock Details
IRT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-5,000
Closed
-$88.5K
–
91
2025
Q2
$88.5K
Hold
5,000
–
–
0.05%
78
2025
Q1
$106K
Hold
5,000
–
–
0.07%
63
2024
Q4
$99.2K
Hold
5,000
–
–
0.06%
64
2024
Q3
$103K
Sell
5,000
-3,759
-43%
-$74K
0.07%
60
2024
Q2
$164K
Hold
8,759
–
–
0.11%
51
2024
Q1
$141K
Hold
8,759
–
–
0.1%
52
2023
Q4
$134K
Sell
8,759
-2,097
-19%
-$29K
0.11%
51
2023
Q3
$153K
Sell
10,856
-8,193
-43%
-$135K
0.13%
50
2023
Q2
$347K
Sell
19,049
-8,193
-30%
-$140K
0.29%
33
2023
Q1
$437K
Buy
27,242
+21,386
+365%
+$375K
0.38%
30
2022
Q4
$98.7K
Sell
5,856
-3,000
-34%
-$50.7K
0.09%
50
2022
Q3
$148K
Buy
8,856
+5,456
+160%
+$110K
0.16%
41
2022
Q2
$70K
Buy
+3,400
New
+$81.8K
0.08%
56
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1-Year Est. Return
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1-Year Est. Return
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$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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