SWA
SOA Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.8K | Buy |
506
+111
| +28% | +$17.5K | 0.02% | 300 |
|
|
2025
Q1 | $59.7K | Buy |
395
+1
| +0.3% | +$151 | 0.01% | 323 |
|
|
2024
Q4 | $64.7K | Sell |
394
-186
| -32% | -$30.5K | 0.01% | 300 |
|
|
2024
Q3 | $96.8K | Sell |
580
-103
| -15% | -$17.2K | 0.02% | 252 |
|
|
2024
Q2 | $104K | Buy |
683
+3
| +0.4% | +$457 | 0.02% | 246 |
|
|
2024
Q1 | $108K | Buy |
680
+2
| +0.3% | +$318 | 0.02% | 237 |
|
|
2023
Q4 | $105K | Buy |
678
+9
| +1% | +$1.4K | 0.02% | 230 |
|
|
2023
Q3 | $90.7K | Hold |
669
| – | – | 0.02% | 237 |
|
|
2023
Q2 | $94.2K | Sell |
669
-597
| -47% | -$84.1K | 0.02% | 239 |
|
|
2023
Q1 | $173K | Buy |
1,266
+3
| +0.2% | +$411 | 0.04% | 167 |
|
|
2022
Q4 | $175K | Buy |
1,263
+10
| +0.8% | +$1.39K | 0.05% | 161 |
|
|
2022
Q3 | $161K | Hold |
1,253
| – | – | 0.05% | 159 |
|
|
2022
Q2 | $170K | Buy |
1,253
+3
| +0.2% | +$407 | 0.05% | 157 |
|
|
2022
Q1 | $201K | Buy |
1,250
+2
| +0.2% | +$322 | 0.05% | 158 |
|
|
2021
Q4 | $207K | Buy |
1,248
+7
| +0.6% | +$1.16K | 0.05% | 152 |
|
|
2021
Q3 | $199K | Sell |
1,241
-338
| -21% | -$54.2K | 0.05% | 155 |
|
|
2021
Q2 | $261K | Buy |
1,579
+301
| +24% | +$49.8K | 0.07% | 133 |
|
|
2021
Q1 | $203K | Buy |
1,278
+604
| +90% | +$95.9K | 0.06% | 139 |
|
|
2020
Q4 | $102K | Buy |
+674
| New | +$102K | 0.03% | 188 |
|