SWA
SOA Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.08M | Sell |
21,392
-133
| -0.6% | -$56.5K | 1.71% | 14 |
|
|
2025
Q1 | $7.77M | Sell |
21,525
-308
| -1% | -$111K | 1.62% | 15 |
|
|
2024
Q4 | $8.77M | Sell |
21,833
-955
| -4% | -$384K | 1.62% | 14 |
|
|
2024
Q3 | $8.55M | Sell |
22,788
-308
| -1% | -$116K | 1.63% | 12 |
|
|
2024
Q2 | $8.42M | Sell |
23,096
-402
| -2% | -$147K | 1.69% | 12 |
|
|
2024
Q1 | $7.92M | Sell |
23,498
-110
| -0.5% | -$37.1K | 1.64% | 15 |
|
|
2023
Q4 | $7.16M | Sell |
23,608
-1,766
| -7% | -$535K | 1.59% | 15 |
|
|
2023
Q3 | $6.75M | Sell |
25,374
-114
| -0.4% | -$30.3K | 1.68% | 14 |
|
|
2023
Q2 | $7.01M | Sell |
25,488
-1,259
| -5% | -$346K | 1.64% | 15 |
|
|
2023
Q1 | $6.54M | Sell |
26,747
-298
| -1% | -$72.8K | 1.61% | 16 |
|
|
2022
Q4 | $5.79M | Buy |
27,045
+1,605
| +6% | +$344K | 1.56% | 15 |
|
|
2022
Q3 | $5.35M | Sell |
25,440
-119
| -0.5% | -$25K | 1.61% | 14 |
|
|
2022
Q2 | $5.59M | Sell |
25,559
-687
| -3% | -$150K | 1.65% | 12 |
|
|
2022
Q1 | $7.29M | Buy |
26,246
+298
| +1% | +$82.7K | 1.78% | 13 |
|
|
2021
Q4 | $7.97M | Sell |
25,948
-1,350
| -5% | -$415K | 1.93% | 12 |
|
|
2021
Q3 | $7.48M | Sell |
27,298
-212
| -0.8% | -$58.1K | 1.92% | 9 |
|
|
2021
Q2 | $7.47M | Sell |
27,510
-1,763
| -6% | -$479K | 1.92% | 9 |
|
|
2021
Q1 | $7.11M | Sell |
29,273
-678
| -2% | -$165K | 1.99% | 8 |
|
|
2020
Q4 | $7.56M | Buy |
+29,951
| New | +$7.56M | 2.06% | 10 |
|