SOA Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.92M | Buy |
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|
2025
Q2 | $4.56M | Buy |
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|
2025
Q1 | $165K | Hold |
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|
2024
Q4 | $178K | Buy |
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|
2024
Q3 | $165K | Buy |
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|
2024
Q2 | $155K | Hold |
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|
2024
Q1 | $160K | Buy |
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|
2023
Q4 | $147K | Buy |
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|
2023
Q3 | $128K | Hold |
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|
2023
Q2 | $136K | Buy |
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|
2023
Q1 | $128K | Buy |
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|
2022
Q4 | $117K | Buy |
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|
2022
Q3 | $109K | Hold |
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|
2022
Q2 | $110K | Buy |
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|
2022
Q1 | $140K | Sell |
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|
2021
Q4 | $163K | Sell |
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|
2021
Q3 | $160K | Buy |
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|
2021
Q2 | $71K | Hold |
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|
2021
Q1 | $64K | Hold |
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|
2020
Q4 | $69K | Buy |
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