SWA
SOA Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Buy |
32,874
+31,466
| +2,235% | +$4.36M | 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% | +$117 | 0.03% | 202 |
|
|
2024
Q2 | $155K | Hold |
1,406
| – | – | 0.03% | 204 |
|
|
2024
Q1 | $160K | Buy |
1,406
+1
| +0.1% | +$114 | 0.03% | 199 |
|
|
2023
Q4 | $147K | Buy |
1,405
+2
| +0.1% | +$209 | 0.03% | 201 |
|
|
2023
Q3 | $128K | Hold |
1,403
| – | – | 0.03% | 205 |
|
|
2023
Q2 | $136K | Buy |
1,403
+1
| +0.1% | +$97 | 0.03% | 201 |
|
|
2023
Q1 | $128K | Buy |
1,402
+1
| +0.1% | +$91 | 0.03% | 203 |
|
|
2022
Q4 | $117K | Buy |
1,401
+3
| +0.2% | +$251 | 0.03% | 206 |
|
|
2022
Q3 | $109K | Hold |
1,398
| – | – | 0.03% | 196 |
|
|
2022
Q2 | $110K | Buy |
1,398
+1
| +0.1% | +$79 | 0.03% | 193 |
|
|
2022
Q1 | $140K | Sell |
1,397
-19
| -1% | -$1.9K | 0.03% | 201 |
|
|
2021
Q4 | $163K | Sell |
1,416
-19
| -1% | -$2.19K | 0.04% | 176 |
|
|
2021
Q3 | $160K | Buy |
1,435
+800
| +126% | +$89.2K | 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 | +$69K | 0.02% | 228 |
|