SVWAG
Sound View Wealth Advisors Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
7,975
-125
| -2% | -$24.3K | 0.11% | 146 |
|
|
2025
Q1 | $1.52M | Sell |
8,100
-1,063
| -12% | -$200K | 0.13% | 141 |
|
|
2024
Q4 | $1.7M | Sell |
9,163
-301
| -3% | -$55.7K | 0.14% | 132 |
|
|
2024
Q3 | $1.8M | Buy |
9,464
+2,326
| +33% | +$441K | 0.15% | 131 |
|
|
2024
Q2 | $1.25M | Sell |
7,138
-214
| -3% | -$37.3K | 0.13% | 141 |
|
|
2024
Q1 | $1.32M | Sell |
7,352
-650
| -8% | -$116K | 0.14% | 139 |
|
|
2023
Q4 | $1.32M | Buy |
8,002
+14
| +0.2% | +$2.31K | 0.15% | 136 |
|
|
2023
Q3 | $1.21M | Buy |
7,988
+109
| +1% | +$16.5K | 0.15% | 128 |
|
|
2023
Q2 | $1.24M | Sell |
7,879
-265
| -3% | -$41.8K | 0.16% | 123 |
|
|
2023
Q1 | $1.24M | Buy |
8,144
+142
| +2% | +$21.6K | 0.17% | 122 |
|
|
2022
Q4 | $1.32M | Buy |
8,002
+477
| +6% | +$78.8K | 0.15% | 136 |
|
|
2022
Q3 | $1.02M | Buy |
7,525
+100
| +1% | +$13.6K | 0.23% | 105 |
|
|
2022
Q2 | $1.08M | Sell |
7,425
-264
| -3% | -$38.3K | 0.23% | 109 |
|
|
2022
Q1 | $1.28M | Sell |
7,689
-138
| -2% | -$22.9K | 0.24% | 102 |
|
|
2021
Q4 | $1.31M | Sell |
7,827
-400
| -5% | -$67.2K | 0.25% | 99 |
|
|
2021
Q3 | $1.29M | Buy |
8,227
+203
| +3% | +$31.8K | 0.27% | 95 |
|
|
2021
Q2 | $1.27M | Buy |
8,024
+1,386
| +21% | +$220K | 0.27% | 95 |
|
|
2021
Q1 | $1.01M | Buy |
6,638
+291
| +5% | +$44.1K | 0.23% | 99 |
|
|
2020
Q4 | $868K | Sell |
6,347
-615
| -9% | -$84.1K | 0.21% | 106 |
|
|
2020
Q3 | $822K | Sell |
6,962
-150
| -2% | -$17.7K | 0.22% | 106 |
|
|
2020
Q2 | $801K | Sell |
7,112
-450
| -6% | -$50.7K | 0.23% | 105 |
|
|
2020
Q1 | $750K | Sell |
7,562
-2,908
| -28% | -$288K | 0.26% | 97 |
|
|
2019
Q4 | $1.43M | Sell |
10,470
-22
| -0.2% | -$3K | 0.4% | 76 |
|
|
2019
Q3 | $1.35M | Sell |
10,492
-783
| -7% | -$100K | 0.4% | 77 |
|
|
2019
Q2 | $1.43M | Buy |
+11,275
| New | +$1.43M | 0.42% | 71 |
|