SOA Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Sell |
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|
2025
Q1 | $503K | Sell |
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|
2024
Q4 | $570K | Sell |
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2024
Q3 | $575K | Sell |
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|
2024
Q2 | $671K | Sell |
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|
2024
Q1 | $869K | Sell |
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|
2023
Q4 | $812K | Buy |
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|
2023
Q3 | $656K | Buy |
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|
2023
Q2 | $710K | Sell |
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|
2023
Q1 | $691K | Sell |
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|
2022
Q4 | $662K | Sell |
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|
2022
Q3 | $675K | Buy |
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|
2022
Q2 | $645K | Sell |
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|
2022
Q1 | $821K | Sell |
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|
2021
Q4 | $987K | Sell |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $413K | Buy |
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|
2020
Q4 | $376K | Buy |
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