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
2026 Q1	$4.77M	Sell	37,244 -473	-1%	-$64K	0.9%	25
2025 Q4	$5.16M	Buy	37,717 +3,189	+9%	+$446K	0.87%	25
2025 Q3	$4.92M	Buy	34,528 +1,654	+5%	+$234K	0.84%	28
2025 Q2	$4.56M	Buy	32,874 +31,466	+2,235%	+$3.98M	0.86%	28
2025 Q1	$165K	Hold	1,408	–	–	0.03%	205
2024 Q4	$178K	Buy	1,408 +1	+0.1%	+$127	0.03%	191
2024 Q3	$165K	Buy	1,407 +1	+0.1%	+$112	0.03%	202
2024 Q2	$155K	Hold	1,406	–	–	0.03%	204
2024 Q1	$160K	Buy	1,406 +1	+0.1%	+$108	0.03%	199
2023 Q4	$147K	Buy	1,405 +2	+0.1%	+$190	0.03%	201
2023 Q3	$128K	Hold	1,403	–	–	0.03%	205
2023 Q2	$136K	Buy	1,403 +1	+0.1%	+$91	0.03%	201
2023 Q1	$128K	Buy	1,402 +1	+0.1%	+$89	0.03%	203
2022 Q4	$117K	Buy	1,401 +3	+0.2%	+$252	0.03%	206
2022 Q3	$109K	Hold	1,398	–	–	0.03%	196
2022 Q2	$110K	Buy	1,398 +1	+0.1%	+$87	0.03%	193
2022 Q1	$140K	Sell	1,397 -19	-1%	-$1.89K	0.03%	201
2021 Q4	$163K	Sell	1,416 -19	-1%	-$2.21K	0.04%	176
2021 Q3	$160K	Buy	1,435 +800	+126%	+$92K	0.04%	176
2021 Q2	$71K	Hold	635	–	–	0.02%	268
2021 Q1	$64K	Hold	635	–	–	0.02%	241
2020 Q4	$69K	Buy	+635	New	+$60.4K	0.02%	228