SWA
SOA Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Buy |
1,188
+4
| +0.3% | +$529 | 0.03% | 225 |
|
|
2025
Q1 | $149K | Buy |
1,184
+5
| +0.4% | +$630 | 0.03% | 217 |
|
|
2024
Q4 | $153K | Buy |
1,179
+5
| +0.4% | +$647 | 0.03% | 212 |
|
|
2024
Q3 | $155K | Sell |
1,174
-426
| -27% | -$56.3K | 0.03% | 207 |
|
|
2024
Q2 | $193K | Buy |
1,600
+4
| +0.3% | +$483 | 0.04% | 188 |
|
|
2024
Q1 | $200K | Hold |
1,596
| – | – | 0.04% | 184 |
|
|
2023
Q4 | $186K | Hold |
1,596
| – | – | 0.04% | 186 |
|
|
2023
Q3 | $167K | Buy |
1,596
+431
| +37% | +$45K | 0.04% | 182 |
|
|
2023
Q2 | $128K | Hold |
1,165
| – | – | 0.03% | 209 |
|
|
2023
Q1 | $124K | Hold |
1,165
| – | – | 0.03% | 208 |
|
|
2022
Q4 | $123K | Buy |
+1,165
| New | +$123K | 0.03% | 202 |
|
|
2021
Q2 | – | Sell |
-391
| Closed | -$42K | – | 918 |
|
|
2021
Q1 | $42K | Buy |
+391
| New | +$42K | 0.01% | 293 |
|