SWA
SOA Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.62M | Sell |
49,788
-7,235
| -13% | -$963K | 1.24% | 18 |
|
|
2025
Q1 | $7.1M | Sell |
57,023
-384
| -0.7% | -$47.8K | 1.48% | 16 |
|
|
2024
Q4 | $7.77M | Sell |
57,407
-1,057
| -2% | -$143K | 1.43% | 16 |
|
|
2024
Q3 | $8.16M | Sell |
58,464
-1,333
| -2% | -$186K | 1.56% | 14 |
|
|
2024
Q2 | $7.68M | Sell |
59,797
-3,287
| -5% | -$422K | 1.54% | 14 |
|
|
2024
Q1 | $8.25M | Sell |
63,084
-2,346
| -4% | -$307K | 1.71% | 13 |
|
|
2023
Q4 | $8.19M | Sell |
65,430
-3,871
| -6% | -$484K | 1.82% | 11 |
|
|
2023
Q3 | $7.6M | Sell |
69,301
-4,451
| -6% | -$488K | 1.89% | 11 |
|
|
2023
Q2 | $8.48M | Sell |
73,752
-2,465
| -3% | -$283K | 1.99% | 10 |
|
|
2023
Q1 | $8.38M | Sell |
76,217
-829
| -1% | -$91.1K | 2.06% | 9 |
|
|
2022
Q4 | $8.33M | Buy |
77,046
+3,897
| +5% | +$421K | 2.24% | 8 |
|
|
2022
Q3 | $7.44M | Buy |
73,149
+4,838
| +7% | +$492K | 2.24% | 9 |
|
|
2022
Q2 | $7.19M | Buy |
68,311
+9,569
| +16% | +$1.01M | 2.12% | 9 |
|
|
2022
Q1 | $7.35M | Buy |
58,742
+383
| +0.7% | +$47.9K | 1.79% | 12 |
|
|
2021
Q4 | $8.11M | Buy |
58,359
+10,721
| +23% | +$1.49M | 1.96% | 10 |
|
|
2021
Q3 | $6.19M | Buy |
47,638
+7,895
| +20% | +$1.03M | 1.59% | 13 |
|
|
2021
Q2 | $5.27M | Sell |
39,743
-7,928
| -17% | -$1.05M | 1.35% | 18 |
|
|
2021
Q1 | $6.11M | Sell |
47,671
-1,152
| -2% | -$148K | 1.71% | 15 |
|
|
2020
Q4 | $6.49M | Buy |
+48,823
| New | +$6.49M | 1.77% | 12 |
|