SWA
SOA Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
25,986
-2,313
| -8% | -$213K | 0.45% | 47 |
|
|
2025
Q1 | $2.41M | Sell |
28,299
-82
| -0.3% | -$6.98K | 0.5% | 41 |
|
|
2024
Q4 | $2.51M | Buy |
28,381
+1,452
| +5% | +$128K | 0.46% | 43 |
|
|
2024
Q3 | $2.37M | Sell |
26,929
-219
| -0.8% | -$19.3K | 0.45% | 46 |
|
|
2024
Q2 | $2.2M | Sell |
27,148
-2,220
| -8% | -$180K | 0.44% | 47 |
|
|
2024
Q1 | $2.47M | Buy |
29,368
+188
| +0.6% | +$15.8K | 0.51% | 41 |
|
|
2023
Q4 | $2.27M | Buy |
29,180
+729
| +3% | +$56.7K | 0.5% | 42 |
|
|
2023
Q3 | $1.97M | Sell |
28,451
-1,048
| -4% | -$72.6K | 0.49% | 42 |
|
|
2023
Q2 | $2.15M | Buy |
29,499
+5,981
| +25% | +$437K | 0.5% | 38 |
|
|
2023
Q1 | $1.64M | Buy |
23,518
+30
| +0.1% | +$2.1K | 0.41% | 51 |
|
|
2022
Q4 | $1.58M | Buy |
23,488
+1,490
| +7% | +$100K | 0.43% | 49 |
|
|
2022
Q3 | $1.37M | Buy |
21,998
+2,061
| +10% | +$128K | 0.41% | 54 |
|
|
2022
Q2 | $1.29M | Buy |
19,937
+13,821
| +226% | +$894K | 0.38% | 55 |
|
|
2022
Q1 | $477K | Buy |
6,116
+77
| +1% | +$6.01K | 0.12% | 103 |
|
|
2021
Q4 | $501K | Buy |
6,039
+405
| +7% | +$33.6K | 0.12% | 98 |
|
|
2021
Q3 | $440K | Buy |
5,634
+1,305
| +30% | +$102K | 0.11% | 109 |
|
|
2021
Q2 | $343K | Buy |
4,329
+1,239
| +40% | +$98.2K | 0.09% | 124 |
|
|
2021
Q1 | $228K | Buy |
3,090
+181
| +6% | +$13.4K | 0.06% | 133 |
|
|
2020
Q4 | $213K | Buy |
+2,909
| New | +$213K | 0.06% | 134 |
|