SVWAG
Sound View Wealth Advisors Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
7,822
-1
| -0% | -$139 | 0.08% | 178 |
|
|
2025
Q1 | $919K | Sell |
7,823
-7
| -0.1% | -$822 | 0.08% | 183 |
|
|
2024
Q4 | $992K | Sell |
7,830
-49
| -0.6% | -$6.21K | 0.08% | 177 |
|
|
2024
Q3 | $924K | Sell |
7,879
-100
| -1% | -$11.7K | 0.08% | 187 |
|
|
2024
Q2 | $880K | Hold |
7,979
| – | – | 0.09% | 170 |
|
|
2024
Q1 | $911K | Sell |
7,979
-39
| -0.5% | -$4.45K | 0.1% | 172 |
|
|
2023
Q4 | $838K | Sell |
8,018
-555
| -6% | -$58K | 0.09% | 179 |
|
|
2023
Q3 | $783K | Sell |
8,573
-4,454
| -34% | -$407K | 0.1% | 170 |
|
|
2023
Q2 | $1.26M | Sell |
13,027
-627
| -5% | -$60.6K | 0.17% | 122 |
|
|
2023
Q1 | $1.24M | Buy |
13,654
+5,636
| +70% | +$513K | 0.17% | 121 |
|
|
2022
Q4 | $838K | Buy |
8,018
+2,026
| +34% | +$212K | 0.09% | 179 |
|
|
2022
Q3 | $470K | Sell |
5,992
-3,740
| -38% | -$293K | 0.11% | 168 |
|
|
2022
Q2 | $771K | Sell |
9,732
-36
| -0.4% | -$2.85K | 0.16% | 124 |
|
|
2022
Q1 | $982K | Sell |
9,768
-112
| -1% | -$11.3K | 0.19% | 112 |
|
|
2021
Q4 | $1.14M | Sell |
9,880
-17
| -0.2% | -$1.96K | 0.22% | 112 |
|
|
2021
Q3 | $1.11M | Buy |
9,897
+36
| +0.4% | +$4.03K | 0.23% | 108 |
|
|
2021
Q2 | $1.12M | Buy |
+9,861
| New | +$1.12M | 0.23% | 105 |
|