SOA Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $70.5K | Sell |
|
|||||
|
2025
Q2 | $79.8K | Buy |
|
|||||
|
2025
Q1 | $59.7K | Buy |
|
|||||
|
2024
Q4 | $64.7K | Sell |
|
|||||
|
2024
Q3 | $96.8K | Sell |
|
|||||
|
2024
Q2 | $104K | Buy |
|
|||||
|
2024
Q1 | $108K | Buy |
|
|||||
|
2023
Q4 | $105K | Buy |
|
|||||
|
2023
Q3 | $90.7K | Hold |
|
|||||
|
2023
Q2 | $94.2K | Sell |
|
|||||
|
2023
Q1 | $173K | Buy |
|
|||||
|
2022
Q4 | $175K | Buy |
|
|||||
|
2022
Q3 | $161K | Hold |
|
|||||
|
2022
Q2 | $170K | Buy |
|
|||||
|
2022
Q1 | $201K | Buy |
|
|||||
|
2021
Q4 | $207K | Buy |
|
|||||
|
2021
Q3 | $199K | Sell |
|
|||||
|
2021
Q2 | $261K | Buy |
|
|||||
|
2021
Q1 | $203K | Buy |
|
|||||
|
2020
Q4 | $102K | Buy |
|