SWA
SOA Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
66,134
-79,302
| -55% | -$1.25M | 0.2% | 76 |
|
|
2025
Q1 | $1.11M | Buy |
145,436
+140,595
| +2,904% | +$1.08M | 0.23% | 68 |
|
|
2024
Q4 | $1.07M | Buy |
4,841
+552
| +13% | +$122K | 0.2% | 71 |
|
|
2024
Q3 | $947K | Buy |
4,289
+11
| +0.3% | +$2.43K | 0.18% | 75 |
|
|
2024
Q2 | $868K | Sell |
4,278
-204
| -5% | -$41.4K | 0.17% | 76 |
|
|
2024
Q1 | $943K | Buy |
4,482
+133
| +3% | +$28K | 0.2% | 70 |
|
|
2023
Q4 | $873K | Buy |
4,349
+320
| +8% | +$64.2K | 0.19% | 70 |
|
|
2023
Q3 | $712K | Sell |
4,029
-178
| -4% | -$31.5K | 0.18% | 69 |
|
|
2023
Q2 | $788K | Buy |
4,207
+903
| +27% | +$169K | 0.18% | 66 |
|
|
2023
Q1 | $590K | Buy |
3,304
+1
| +0% | +$178 | 0.15% | 80 |
|
|
2022
Q4 | $576K | Buy |
3,303
+1,029
| +45% | +$179K | 0.16% | 77 |
|
|
2022
Q3 | $375K | Hold |
2,274
| – | – | 0.11% | 100 |
|
|
2022
Q2 | $385K | Buy |
2,274
+1
| +0% | +$169 | 0.11% | 100 |
|
|
2022
Q1 | $466K | Hold |
2,273
| – | – | 0.11% | 104 |
|
|
2021
Q4 | $506K | Sell |
2,273
-121
| -5% | -$26.9K | 0.12% | 96 |
|
|
2021
Q3 | $523K | Buy |
2,394
+108
| +5% | +$23.6K | 0.13% | 94 |
|
|
2021
Q2 | $524K | Sell |
2,286
-107
| -4% | -$24.5K | 0.13% | 95 |
|
|
2021
Q1 | $528K | Buy |
2,393
+4
| +0.2% | +$883 | 0.15% | 91 |
|
|
2020
Q4 | $542K | Buy |
+2,389
| New | +$542K | 0.15% | 83 |
|