SWA
SOA Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Sell |
1,822
-148
| -8% | -$42.3K | 0.1% | 115 |
|
|
2025
Q1 | $503K | Sell |
1,970
-11
| -0.6% | -$2.81K | 0.11% | 113 |
|
|
2024
Q4 | $570K | Sell |
1,981
-42
| -2% | -$12.1K | 0.11% | 106 |
|
|
2024
Q3 | $575K | Sell |
2,023
-534
| -21% | -$152K | 0.11% | 104 |
|
|
2024
Q2 | $671K | Sell |
2,557
-653
| -20% | -$171K | 0.14% | 92 |
|
|
2024
Q1 | $869K | Sell |
3,210
-8
| -0.2% | -$2.17K | 0.18% | 74 |
|
|
2023
Q4 | $812K | Buy |
3,218
+289
| +10% | +$72.9K | 0.18% | 73 |
|
|
2023
Q3 | $656K | Buy |
2,929
+1
| +0% | +$224 | 0.16% | 73 |
|
|
2023
Q2 | $710K | Sell |
2,928
-120
| -4% | -$29.1K | 0.17% | 70 |
|
|
2023
Q1 | $691K | Sell |
3,048
-37
| -1% | -$8.39K | 0.17% | 67 |
|
|
2022
Q4 | $662K | Sell |
3,085
-187
| -6% | -$40.1K | 0.18% | 69 |
|
|
2022
Q3 | $675K | Buy |
3,272
+146
| +5% | +$30.1K | 0.2% | 68 |
|
|
2022
Q2 | $645K | Sell |
3,126
-85
| -3% | -$17.5K | 0.19% | 73 |
|
|
2022
Q1 | $821K | Sell |
3,211
-145
| -4% | -$37.1K | 0.2% | 74 |
|
|
2021
Q4 | $987K | Sell |
3,356
-315
| -9% | -$92.6K | 0.24% | 69 |
|
|
2021
Q3 | $1.08M | Buy |
3,671
+437
| +14% | +$128K | 0.28% | 64 |
|
|
2021
Q2 | $1.01M | Buy |
3,234
+1,861
| +136% | +$580K | 0.26% | 66 |
|
|
2021
Q1 | $413K | Buy |
1,373
+243
| +22% | +$73.1K | 0.12% | 104 |
|
|
2020
Q4 | $376K | Buy |
+1,130
| New | +$376K | 0.1% | 104 |
|