SWA
SOA Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.3M | Buy |
248,717
+13,515
| +6% | +$3.33M | 11.52% | 1 |
|
|
2025
Q1 | $49.6M | Sell |
235,202
-62,088
| -21% | -$13.1M | 10.36% | 2 |
|
|
2024
Q4 | $69.9M | Buy |
297,290
+825
| +0.3% | +$194K | 12.88% | 1 |
|
|
2024
Q3 | $65.2M | Buy |
296,465
+298
| +0.1% | +$65.6K | 12.44% | 1 |
|
|
2024
Q2 | $63.5M | Sell |
296,167
-25,357
| -8% | -$5.44M | 12.78% | 1 |
|
|
2024
Q1 | $62.7M | Buy |
321,524
+2,603
| +0.8% | +$508K | 12.99% | 1 |
|
|
2023
Q4 | $55.9M | Buy |
318,921
+8,194
| +3% | +$1.44M | 12.44% | 1 |
|
|
2023
Q3 | $47.8M | Buy |
310,727
+12,037
| +4% | +$1.85M | 11.88% | 1 |
|
|
2023
Q2 | $47.4M | Buy |
298,690
+36,087
| +14% | +$5.72M | 11.09% | 2 |
|
|
2023
Q1 | $36.5M | Buy |
262,603
+4,577
| +2% | +$636K | 8.99% | 2 |
|
|
2022
Q4 | $31.1M | Buy |
258,026
+10,047
| +4% | +$1.21M | 8.37% | 2 |
|
|
2022
Q3 | $29.6M | Buy |
247,979
+20,194
| +9% | +$2.41M | 8.92% | 2 |
|
|
2022
Q2 | $28.5M | Buy |
227,785
+95,093
| +72% | +$11.9M | 8.41% | 2 |
|
|
2022
Q1 | $21.1M | Buy |
132,692
+42,751
| +48% | +$6.79M | 5.14% | 2 |
|
|
2021
Q4 | $15.7M | Buy |
89,941
+4,350
| +5% | +$758K | 3.8% | 3 |
|
|
2021
Q3 | $13.1M | Buy |
85,591
+1,821
| +2% | +$278K | 3.35% | 5 |
|
|
2021
Q2 | $12.6M | Sell |
83,770
-9,179
| -10% | -$1.38M | 3.24% | 5 |
|
|
2021
Q1 | $12.5M | Buy |
92,949
+136
| +0.1% | +$18.3K | 3.5% | 5 |
|
|
2020
Q4 | $12.8M | Buy |
+92,813
| New | +$12.8M | 3.5% | 5 |
|