SVWAG
Sound View Wealth Advisors Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Sell |
2,383
-39
| -2% | -$11.1K | 0.05% | 234 |
|
|
2025
Q1 | $619K | Buy |
2,422
+48
| +2% | +$12.3K | 0.05% | 230 |
|
|
2024
Q4 | $683K | Sell |
2,374
-426
| -15% | -$123K | 0.06% | 227 |
|
|
2024
Q3 | $795K | Buy |
2,800
+482
| +21% | +$137K | 0.06% | 208 |
|
|
2024
Q2 | $609K | Sell |
2,318
-7
| -0.3% | -$1.84K | 0.06% | 218 |
|
|
2024
Q1 | $630K | Buy |
2,325
+19
| +0.8% | +$5.15K | 0.07% | 216 |
|
|
2023
Q4 | $582K | Buy |
2,306
+18
| +0.8% | +$4.54K | 0.06% | 219 |
|
|
2023
Q3 | $513K | Buy |
2,288
+17
| +0.7% | +$3.81K | 0.06% | 215 |
|
|
2023
Q2 | $551K | Buy |
2,271
+43
| +2% | +$10.4K | 0.07% | 209 |
|
|
2023
Q1 | $505K | Sell |
2,228
-78
| -3% | -$17.7K | 0.07% | 216 |
|
|
2022
Q4 | $582K | Buy |
+2,306
| New | +$582K | 0.06% | 219 |
|
|
2022
Q2 | – | Sell |
-1,080
| Closed | -$276K | – | 285 |
|
|
2022
Q1 | $276K | Buy |
1,080
+20
| +2% | +$5.11K | 0.05% | 248 |
|
|
2021
Q4 | $311K | Buy |
1,060
+1
| +0.1% | +$293 | 0.06% | 234 |
|
|
2021
Q3 | $311K | Sell |
1,059
-108
| -9% | -$31.7K | 0.07% | 227 |
|
|
2021
Q2 | $364K | Buy |
1,167
+94
| +9% | +$29.3K | 0.08% | 207 |
|
|
2021
Q1 | $323K | Hold |
1,073
| – | – | 0.08% | 207 |
|
|
2020
Q4 | $308K | Hold |
1,073
| – | – | 0.08% | 199 |
|
|
2020
Q3 | $238K | Hold |
1,073
| – | – | 0.06% | 223 |
|
|
2020
Q2 | $222K | Buy |
+1,073
| New | +$222K | 0.06% | 222 |
|
|
2020
Q1 | – | Sell |
-1,091
| Closed | -$234K | – | 226 |
|
|
2019
Q4 | $234K | Hold |
1,091
| – | – | 0.07% | 223 |
|
|
2019
Q3 | $210K | Sell |
1,091
-51
| -4% | -$9.82K | 0.06% | 232 |
|
|
2019
Q2 | $229K | Buy |
+1,142
| New | +$229K | 0.07% | 227 |
|