SWA
SOA Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
15,868
-577
| -4% | -$112K | 0.58% | 35 |
|
|
2025
Q1 | $3.09M | Sell |
16,445
-60
| -0.4% | -$11.3K | 0.65% | 35 |
|
|
2024
Q4 | $3.06M | Sell |
16,505
-796
| -5% | -$147K | 0.56% | 39 |
|
|
2024
Q3 | $3.28M | Sell |
17,301
-226
| -1% | -$42.9K | 0.63% | 38 |
|
|
2024
Q2 | $3.06M | Sell |
17,527
-645
| -4% | -$113K | 0.62% | 37 |
|
|
2024
Q1 | $3.25M | Sell |
18,172
-2
| -0% | -$358 | 0.67% | 33 |
|
|
2023
Q4 | $3M | Sell |
18,174
-5
| -0% | -$826 | 0.67% | 35 |
|
|
2023
Q3 | $2.76M | Sell |
18,179
-407
| -2% | -$61.8K | 0.69% | 33 |
|
|
2023
Q2 | $2.93M | Sell |
18,586
-1,093
| -6% | -$173K | 0.69% | 34 |
|
|
2023
Q1 | $3M | Buy |
19,679
+13
| +0.1% | +$1.98K | 0.74% | 31 |
|
|
2022
Q4 | $2.98M | Buy |
19,666
+139
| +0.7% | +$21.1K | 0.8% | 30 |
|
|
2022
Q3 | $2.66M | Buy |
19,527
+186
| +1% | +$25.3K | 0.8% | 30 |
|
|
2022
Q2 | $2.8M | Sell |
19,341
-56
| -0.3% | -$8.12K | 0.83% | 31 |
|
|
2022
Q1 | $3.22M | Buy |
19,397
+337
| +2% | +$55.9K | 0.78% | 36 |
|
|
2021
Q4 | $3.2M | Sell |
19,060
-345
| -2% | -$57.9K | 0.78% | 36 |
|
|
2021
Q3 | $3.04M | Buy |
19,405
+94
| +0.5% | +$14.7K | 0.78% | 38 |
|
|
2021
Q2 | $3.06M | Sell |
19,311
-1,251
| -6% | -$198K | 0.79% | 36 |
|
|
2021
Q1 | $3.12M | Buy |
20,562
+228
| +1% | +$34.6K | 0.87% | 34 |
|
|
2020
Q4 | $2.92M | Buy |
+20,334
| New | +$2.92M | 0.8% | 36 |
|