SWA
SOA Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
57,978
-5,927
| -9% | -$368K | 0.68% | 30 |
|
|
2025
Q1 | $3.73M | Sell |
63,905
-314
| -0.5% | -$18.3K | 0.78% | 26 |
|
|
2024
Q4 | $4M | Sell |
64,219
-2,150
| -3% | -$134K | 0.74% | 29 |
|
|
2024
Q3 | $4.14M | Buy |
66,369
+1
| +0% | +$62 | 0.79% | 29 |
|
|
2024
Q2 | $3.88M | Sell |
66,368
-10,661
| -14% | -$624K | 0.78% | 29 |
|
|
2024
Q1 | $4.68M | Buy |
77,029
+61,132
| +385% | +$3.71M | 0.97% | 21 |
|
|
2023
Q4 | $4.41M | Sell |
15,897
-14
| -0.1% | -$3.88K | 0.98% | 22 |
|
|
2023
Q3 | $3.97M | Sell |
15,911
-397
| -2% | -$99K | 0.99% | 22 |
|
|
2023
Q2 | $4.26M | Sell |
16,308
-2,830
| -15% | -$740K | 1% | 23 |
|
|
2023
Q1 | $4.79M | Sell |
19,138
-136
| -0.7% | -$34K | 1.18% | 21 |
|
|
2022
Q4 | $4.66M | Buy |
19,274
+100
| +0.5% | +$24.2K | 1.25% | 20 |
|
|
2022
Q3 | $4.2M | Buy |
19,174
+661
| +4% | +$145K | 1.27% | 19 |
|
|
2022
Q2 | $4.19M | Sell |
18,513
-1,291
| -7% | -$292K | 1.23% | 21 |
|
|
2022
Q1 | $5.31M | Buy |
19,804
+92
| +0.5% | +$24.7K | 1.3% | 18 |
|
|
2021
Q4 | $5.57M | Sell |
19,712
-129
| -0.7% | -$36.5K | 1.35% | 18 |
|
|
2021
Q3 | $5.22M | Sell |
19,841
-255
| -1% | -$67.1K | 1.34% | 19 |
|
|
2021
Q2 | $5.4M | Sell |
20,096
-1,143
| -5% | -$307K | 1.39% | 16 |
|
|
2021
Q1 | $5.53M | Sell |
21,239
-1,164
| -5% | -$303K | 1.55% | 17 |
|
|
2020
Q4 | $5.63M | Buy |
+22,403
| New | +$5.63M | 1.53% | 16 |
|