SOA Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $776K | Buy |
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|
2025
Q2 | $720K | Buy |
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|
2025
Q1 | $650K | Buy |
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|
2024
Q4 | $682K | Buy |
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|
2024
Q3 | $665K | Buy |
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|
2024
Q2 | $628K | Buy |
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|
2024
Q1 | $608K | Buy |
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|
2023
Q4 | $553K | Buy |
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|
2023
Q3 | $493K | Sell |
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|
2023
Q2 | $535K | Buy |
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|
2023
Q1 | $494K | Sell |
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|
2022
Q4 | $468K | Buy |
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|
2022
Q3 | $437K | Hold |
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|
2022
Q2 | $460K | Sell |
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|
2022
Q1 | $561K | Sell |
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|
2021
Q4 | $605K | Buy |
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|
2021
Q3 | $550K | Sell |
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|
2021
Q2 | $588K | Buy |
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|
2021
Q1 | $542K | Hold |
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|
2020
Q4 | $538K | Buy |
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