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
2026 Q1	$3.02M	Sell	18,789 -289	-2%	-$48.7K	0.57%	37
2025 Q4	$3.26M	Sell	19,078 -676	-3%	-$114K	0.55%	33
2025 Q3	$3.28M	Sell	19,754 -1,318	-6%	-$210K	0.56%	34
2025 Q2	$3.23M	Buy	21,072 +4,027	+24%	+$568K	0.61%	32
2025 Q1	$2.34M	Buy	17,045 +215	+1%	+$31.2K	0.49%	43
2024 Q4	$2.44M	Buy	16,830 +6,062	+56%	+$877K	0.45%	45
2024 Q3	$1.51M	Buy	10,768 +961	+10%	+$130K	0.29%	57
2024 Q2	$1.31M	Buy	9,807 +2,527	+35%	+$323K	0.26%	62
2024 Q1	$925K	Buy	7,280 +1,153	+19%	+$140K	0.19%	71
2023 Q4	$705K	Buy	6,127 +1,030	+20%	+$111K	0.16%	79
2023 Q3	$527K	Buy	5,097 +1,102	+28%	+$118K	0.13%	85
2023 Q2	$426K	Buy	3,995 +1,890	+90%	+$190K	0.1%	107
2023 Q1	$205K	Buy	2,105 +159	+8%	+$15K	0.05%	152
2022 Q4	$175K	Buy	1,946 +482	+33%	+$43.7K	0.05%	162
2022 Q3	$124K	Hold	1,464	–	–	0.04%	182
2022 Q2	$131K	Buy	1,464 +111	+8%	+$10.8K	0.04%	180
2022 Q1	$146K	Sell	1,353 -150	-10%	-$16K	0.04%	196
2021 Q4	$172K	Buy	1,503 +8	+0.5%	+$882	0.04%	171
2021 Q3	$154K	Hold	1,495	–	–	0.04%	180
2021 Q2	$153K	Buy	1,495 +158	+12%	+$15.8K	0.04%	180
2021 Q1	$126K	Hold	1,337	–	–	0.04%	178
2020 Q4	$125K	Buy	+1,337	New	+$114K	0.03%	175

Other funds holding IWL