SOA Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
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|
2025
Q1 | $2.41M | Sell |
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|
2024
Q4 | $2.51M | Buy |
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|
2024
Q3 | $2.37M | Sell |
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|
2024
Q2 | $2.2M | Sell |
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|
2024
Q1 | $2.47M | Buy |
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|
2023
Q4 | $2.27M | Buy |
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|
2023
Q3 | $1.97M | Sell |
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|
2023
Q2 | $2.15M | Buy |
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|
2023
Q1 | $1.64M | Buy |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $477K | Buy |
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|
2021
Q4 | $501K | Buy |
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|
2021
Q3 | $440K | Buy |
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|
2021
Q2 | $343K | Buy |
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|
2021
Q1 | $228K | Buy |
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|
2020
Q4 | $213K | Buy |
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