SWA
SOA Wealth Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
21,072
+4,027
| +24% | +$617K | 0.61% | 32 |
|
|
2025
Q1 | $2.34M | Buy |
17,045
+215
| +1% | +$29.5K | 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% | +$135K | 0.29% | 57 |
|
|
2024
Q2 | $1.31M | Buy |
9,807
+2,527
| +35% | +$339K | 0.26% | 62 |
|
|
2024
Q1 | $925K | Buy |
7,280
+1,153
| +19% | +$147K | 0.19% | 71 |
|
|
2023
Q4 | $705K | Buy |
6,127
+1,030
| +20% | +$119K | 0.16% | 79 |
|
|
2023
Q3 | $527K | Buy |
5,097
+1,102
| +28% | +$114K | 0.13% | 85 |
|
|
2023
Q2 | $426K | Buy |
3,995
+1,890
| +90% | +$202K | 0.1% | 107 |
|
|
2023
Q1 | $205K | Buy |
2,105
+159
| +8% | +$15.5K | 0.05% | 152 |
|
|
2022
Q4 | $175K | Buy |
1,946
+482
| +33% | +$43.4K | 0.05% | 162 |
|
|
2022
Q3 | $124K | Hold |
1,464
| – | – | 0.04% | 182 |
|
|
2022
Q2 | $131K | Buy |
1,464
+111
| +8% | +$9.93K | 0.04% | 180 |
|
|
2022
Q1 | $146K | Sell |
1,353
-150
| -10% | -$16.2K | 0.04% | 196 |
|
|
2021
Q4 | $172K | Buy |
1,503
+8
| +0.5% | +$916 | 0.04% | 171 |
|
|
2021
Q3 | $154K | Hold |
1,495
| – | – | 0.04% | 180 |
|
|
2021
Q2 | $153K | Buy |
1,495
+158
| +12% | +$16.2K | 0.04% | 180 |
|
|
2021
Q1 | $126K | Hold |
1,337
| – | – | 0.04% | 178 |
|
|
2020
Q4 | $125K | Buy |
+1,337
| New | +$125K | 0.03% | 175 |
|