SWA
SOA Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Buy |
2,121
+2
| +0.1% | +$679 | 0.14% | 95 |
|
|
2025
Q1 | $650K | Buy |
2,119
+2
| +0.1% | +$614 | 0.14% | 93 |
|
|
2024
Q4 | $682K | Buy |
2,117
+3
| +0.1% | +$966 | 0.13% | 95 |
|
|
2024
Q3 | $665K | Buy |
2,114
+2
| +0.1% | +$629 | 0.13% | 95 |
|
|
2024
Q2 | $628K | Buy |
2,112
+2
| +0.1% | +$595 | 0.13% | 93 |
|
|
2024
Q1 | $608K | Buy |
2,110
+3
| +0.1% | +$864 | 0.13% | 87 |
|
|
2023
Q4 | $553K | Buy |
2,107
+7
| +0.3% | +$1.84K | 0.12% | 89 |
|
|
2023
Q3 | $493K | Sell |
2,100
-94
| -4% | -$22.1K | 0.12% | 96 |
|
|
2023
Q2 | $535K | Buy |
2,194
+2
| +0.1% | +$488 | 0.13% | 93 |
|
|
2023
Q1 | $494K | Sell |
2,192
-30
| -1% | -$6.76K | 0.12% | 96 |
|
|
2022
Q4 | $468K | Buy |
2,222
+8
| +0.4% | +$1.68K | 0.13% | 92 |
|
|
2022
Q3 | $437K | Hold |
2,214
| – | – | 0.13% | 89 |
|
|
2022
Q2 | $460K | Sell |
2,214
-30
| -1% | -$6.23K | 0.14% | 87 |
|
|
2022
Q1 | $561K | Sell |
2,244
-36
| -2% | -$9K | 0.14% | 92 |
|
|
2021
Q4 | $605K | Buy |
2,280
+5
| +0.2% | +$1.33K | 0.15% | 88 |
|
|
2021
Q3 | $550K | Sell |
2,275
-154
| -6% | -$37.2K | 0.14% | 90 |
|
|
2021
Q2 | $588K | Buy |
2,429
+5
| +0.2% | +$1.21K | 0.15% | 89 |
|
|
2021
Q1 | $542K | Hold |
2,424
| – | – | 0.15% | 88 |
|
|
2020
Q4 | $538K | Buy |
+2,424
| New | +$538K | 0.15% | 84 |
|