SOA Wealth Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.28M | Sell |
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|
2025
Q2 | $3.23M | Buy |
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|
2025
Q1 | $2.34M | Buy |
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|
2024
Q4 | $2.44M | Buy |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $925K | Buy |
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|
2023
Q4 | $705K | Buy |
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|
2023
Q3 | $527K | Buy |
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|
2023
Q2 | $426K | Buy |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | $175K | Buy |
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|
2022
Q3 | $124K | Hold |
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|
2022
Q2 | $131K | Buy |
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|
2022
Q1 | $146K | Sell |
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|
2021
Q4 | $172K | Buy |
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|
2021
Q3 | $154K | Hold |
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|
2021
Q2 | $153K | Buy |
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|
2021
Q1 | $126K | Hold |
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|
2020
Q4 | $125K | Buy |
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