SWA
SOA Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
13,762
-1,965
| -12% | -$243K | 0.32% | 56 |
|
|
2025
Q1 | $1.88M | Buy |
15,727
+27
| +0.2% | +$3.23K | 0.39% | 48 |
|
|
2024
Q4 | $1.96M | Sell |
15,700
-74
| -0.5% | -$9.25K | 0.36% | 53 |
|
|
2024
Q3 | $1.95M | Sell |
15,774
-47
| -0.3% | -$5.81K | 0.37% | 52 |
|
|
2024
Q2 | $1.8M | Sell |
15,821
-234
| -1% | -$26.6K | 0.36% | 54 |
|
|
2024
Q1 | $1.9M | Sell |
16,055
-499
| -3% | -$59K | 0.39% | 50 |
|
|
2023
Q4 | $1.89M | Buy |
16,554
+1,336
| +9% | +$152K | 0.42% | 48 |
|
|
2023
Q3 | $1.54M | Buy |
15,218
+7
| +0% | +$706 | 0.38% | 49 |
|
|
2023
Q2 | $1.63M | Sell |
15,211
-1,981
| -12% | -$212K | 0.38% | 51 |
|
|
2023
Q1 | $1.77M | Buy |
17,192
+117
| +0.7% | +$12K | 0.44% | 48 |
|
|
2022
Q4 | $1.72M | Buy |
17,075
+743
| +5% | +$74.9K | 0.46% | 47 |
|
|
2022
Q3 | $1.47M | Sell |
16,332
-63
| -0.4% | -$5.67K | 0.44% | 49 |
|
|
2022
Q2 | $1.55M | Buy |
16,395
+660
| +4% | +$62.3K | 0.46% | 52 |
|
|
2022
Q1 | $1.73M | Sell |
15,735
-59
| -0.4% | -$6.47K | 0.42% | 54 |
|
|
2021
Q4 | $1.75M | Buy |
15,794
+1,318
| +9% | +$146K | 0.42% | 53 |
|
|
2021
Q3 | $1.49M | Sell |
14,476
-440
| -3% | -$45.3K | 0.38% | 55 |
|
|
2021
Q2 | $1.57M | Sell |
14,916
-755
| -5% | -$79.5K | 0.4% | 54 |
|
|
2021
Q1 | $1.6M | Buy |
15,671
+4
| +0% | +$408 | 0.45% | 52 |
|
|
2020
Q4 | $1.48M | Buy |
+15,667
| New | +$1.48M | 0.4% | 51 |
|