SOA Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Buy |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $947K | Buy |
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|
2024
Q2 | $868K | Sell |
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|
2024
Q1 | $943K | Buy |
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|
2023
Q4 | $873K | Buy |
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|
2023
Q3 | $712K | Sell |
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|
2023
Q2 | $788K | Buy |
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|
2023
Q1 | $590K | Buy |
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|
2022
Q4 | $576K | Buy |
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|
2022
Q3 | $375K | Hold |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | $466K | Hold |
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|
2021
Q4 | $506K | Sell |
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|
2021
Q3 | $523K | Buy |
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|
2021
Q2 | $524K | Sell |
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|
2021
Q1 | $528K | Buy |
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|
2020
Q4 | $542K | Buy |
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