SVWAG
Sound View Wealth Advisors Group’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91M | Buy |
14,455
+592
| +4% | +$201K | 0.36% | 67 |
|
|
2025
Q1 | $4.25M | Buy |
13,863
+146
| +1% | +$44.8K | 0.35% | 66 |
|
|
2024
Q4 | $4.42M | Buy |
13,717
+465
| +4% | +$150K | 0.36% | 63 |
|
|
2024
Q3 | $4.17M | Buy |
13,252
+3,905
| +42% | +$1.23M | 0.34% | 67 |
|
|
2024
Q2 | $2.78M | Buy |
9,347
+525
| +6% | +$156K | 0.29% | 75 |
|
|
2024
Q1 | $2.54M | Sell |
8,822
-1,421
| -14% | -$409K | 0.27% | 89 |
|
|
2023
Q4 | $2.69M | Buy |
10,243
+479
| +5% | +$126K | 0.3% | 84 |
|
|
2023
Q3 | $2.29M | Buy |
9,764
+2,017
| +26% | +$474K | 0.29% | 86 |
|
|
2023
Q2 | $1.89M | Buy |
7,747
+600
| +8% | +$146K | 0.25% | 90 |
|
|
2023
Q1 | $1.61M | Sell |
7,147
-3,096
| -30% | -$697K | 0.22% | 101 |
|
|
2022
Q4 | $2.69M | Buy |
10,243
+4,475
| +78% | +$1.17M | 0.3% | 84 |
|
|
2022
Q3 | $1.14M | Sell |
5,768
-199
| -3% | -$39.3K | 0.26% | 100 |
|
|
2022
Q2 | $1.24M | Buy |
5,967
+324
| +6% | +$67.3K | 0.26% | 96 |
|
|
2022
Q1 | $1.41M | Buy |
5,643
+166
| +3% | +$41.5K | 0.27% | 94 |
|
|
2021
Q4 | $1.45M | Buy |
5,477
+91
| +2% | +$24.1K | 0.27% | 91 |
|
|
2021
Q3 | $1.3M | Buy |
5,386
+297
| +6% | +$71.8K | 0.27% | 94 |
|
|
2021
Q2 | $1.23M | Buy |
5,089
+1,571
| +45% | +$380K | 0.26% | 98 |
|
|
2021
Q1 | $787K | Buy |
3,518
+493
| +16% | +$110K | 0.18% | 118 |
|
|
2020
Q4 | $641K | Buy |
3,025
+156
| +5% | +$33.1K | 0.16% | 134 |
|
|
2020
Q3 | $537K | Sell |
2,869
-691
| -19% | -$129K | 0.14% | 137 |
|
|
2020
Q2 | $611K | Sell |
3,560
-124
| -3% | -$21.3K | 0.17% | 121 |
|
|
2020
Q1 | $521K | Buy |
3,684
+33
| +0.9% | +$4.67K | 0.18% | 118 |
|
|
2019
Q4 | $651K | Sell |
3,651
-473
| -11% | -$84.3K | 0.18% | 123 |
|
|
2019
Q3 | $679K | Sell |
4,124
-170
| -4% | -$28K | 0.2% | 117 |
|
|
2019
Q2 | $699K | Buy |
+4,294
| New | +$699K | 0.21% | 118 |
|