SWA
SOA Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Sell |
7,710
-1,312
| -15% | -$144K | 0.16% | 87 |
|
|
2025
Q1 | $838K | Buy |
9,022
+8
| +0.1% | +$743 | 0.17% | 81 |
|
|
2024
Q4 | $915K | Buy |
9,014
+10
| +0.1% | +$1.02K | 0.17% | 78 |
|
|
2024
Q3 | $862K | Buy |
9,004
+11
| +0.1% | +$1.05K | 0.16% | 80 |
|
|
2024
Q2 | $832K | Buy |
8,993
+6
| +0.1% | +$555 | 0.17% | 78 |
|
|
2024
Q1 | $759K | Buy |
8,987
+3
| +0% | +$253 | 0.16% | 82 |
|
|
2023
Q4 | $675K | Sell |
8,984
-415
| -4% | -$31.2K | 0.15% | 82 |
|
|
2023
Q3 | $643K | Buy |
9,399
+1,076
| +13% | +$73.6K | 0.16% | 77 |
|
|
2023
Q2 | $587K | Sell |
8,323
-353
| -4% | -$24.9K | 0.14% | 82 |
|
|
2023
Q1 | $554K | Buy |
8,676
+256
| +3% | +$16.4K | 0.14% | 83 |
|
|
2022
Q4 | $493K | Buy |
8,420
+4,258
| +102% | +$249K | 0.13% | 88 |
|
|
2022
Q3 | $240K | Hold |
4,162
| – | – | 0.07% | 131 |
|
|
2022
Q2 | $251K | Buy |
4,162
+365
| +10% | +$22K | 0.07% | 125 |
|
|
2022
Q1 | $290K | Buy |
3,797
+2,765
| +268% | +$211K | 0.07% | 132 |
|
|
2021
Q4 | $86K | Hold |
1,032
| – | – | 0.02% | 235 |
|
|
2021
Q3 | $76K | Hold |
1,032
| – | – | 0.02% | 257 |
|
|
2021
Q2 | $75K | Hold |
1,032
| – | – | 0.02% | 259 |
|
|
2021
Q1 | $67K | Hold |
1,032
| – | – | 0.02% | 239 |
|
|
2020
Q4 | $68K | Buy |
+1,032
| New | +$68K | 0.02% | 232 |
|