SWA
SOA Wealth Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Sell |
33,872
-3,911
| -10% | -$329K | 0.54% | 38 |
|
|
2025
Q1 | $3.11M | Sell |
37,783
-1,266
| -3% | -$104K | 0.65% | 34 |
|
|
2024
Q4 | $3.09M | Sell |
39,049
-2,451
| -6% | -$194K | 0.57% | 38 |
|
|
2024
Q3 | $3.37M | Sell |
41,500
-3,334
| -7% | -$271K | 0.64% | 34 |
|
|
2024
Q2 | $3.35M | Sell |
44,834
-11,368
| -20% | -$851K | 0.67% | 32 |
|
|
2024
Q1 | $4.29M | Sell |
56,202
-528
| -0.9% | -$40.3K | 0.89% | 25 |
|
|
2023
Q4 | $3.98M | Buy |
56,730
+27,563
| +95% | +$1.93M | 0.89% | 25 |
|
|
2023
Q3 | $1.91M | Buy |
29,167
+19,907
| +215% | +$1.3M | 0.47% | 43 |
|
|
2023
Q2 | $625K | Buy |
+9,260
| New | +$625K | 0.15% | 79 |
|