SVWAG
Sound View Wealth Advisors Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
14,335
+286
| +2% | +$61.7K | 0.23% | 99 |
|
|
2025
Q1 | $2.8M | Buy |
14,049
+176
| +1% | +$35.1K | 0.23% | 95 |
|
|
2024
Q4 | $3.07M | Buy |
13,873
+287
| +2% | +$63.4K | 0.25% | 90 |
|
|
2024
Q3 | $3M | Buy |
13,586
+2,724
| +25% | +$602K | 0.25% | 94 |
|
|
2024
Q2 | $2.2M | Buy |
10,862
+1,127
| +12% | +$229K | 0.23% | 101 |
|
|
2024
Q1 | $2.05M | Sell |
9,735
-1,133
| -10% | -$238K | 0.22% | 110 |
|
|
2023
Q4 | $2.18M | Sell |
10,868
-214
| -2% | -$43K | 0.24% | 103 |
|
|
2023
Q3 | $1.96M | Buy |
11,082
+1,144
| +12% | +$202K | 0.24% | 96 |
|
|
2023
Q2 | $1.86M | Buy |
9,938
+455
| +5% | +$85.2K | 0.24% | 93 |
|
|
2023
Q1 | $1.69M | Sell |
9,483
-1,385
| -13% | -$247K | 0.23% | 96 |
|
|
2022
Q4 | $2.18M | Buy |
10,868
+4,028
| +59% | +$808K | 0.24% | 103 |
|
|
2022
Q3 | $1.13M | Buy |
6,840
+75
| +1% | +$12.4K | 0.25% | 101 |
|
|
2022
Q2 | $1.15M | Buy |
6,765
+383
| +6% | +$64.9K | 0.24% | 102 |
|
|
2022
Q1 | $1.31M | Buy |
6,382
+223
| +4% | +$45.8K | 0.25% | 99 |
|
|
2021
Q4 | $1.37M | Buy |
6,159
+170
| +3% | +$37.8K | 0.26% | 97 |
|
|
2021
Q3 | $1.31M | Buy |
5,989
+1,194
| +25% | +$261K | 0.27% | 92 |
|
|
2021
Q2 | $1.1M | Buy |
4,795
+455
| +10% | +$104K | 0.23% | 106 |
|
|
2021
Q1 | $959K | Buy |
4,340
+124
| +3% | +$27.4K | 0.22% | 102 |
|
|
2020
Q4 | $827K | Sell |
4,216
-33
| -0.8% | -$6.47K | 0.2% | 113 |
|
|
2020
Q3 | $636K | Buy |
4,249
+329
| +8% | +$49.2K | 0.17% | 128 |
|
|
2020
Q2 | $561K | Buy |
3,920
+985
| +34% | +$141K | 0.16% | 124 |
|
|
2020
Q1 | $336K | Sell |
2,935
-506
| -15% | -$57.9K | 0.12% | 150 |
|
|
2019
Q4 | $570K | Buy |
3,441
+3
| +0.1% | +$497 | 0.16% | 131 |
|
|
2019
Q3 | $520K | Sell |
3,438
-123
| -3% | -$18.6K | 0.16% | 136 |
|
|
2019
Q2 | $554K | Buy |
+3,561
| New | +$554K | 0.16% | 134 |
|