IWP
IAG Wealth Partners’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
43,935
+1,242
| +3% | +$68.8K | 0.32% | 50 |
|
|
2025
Q1 | $2.45M | Buy |
42,693
+6,117
| +17% | +$351K | 0.38% | 44 |
|
|
2024
Q4 | $2.17M | Buy |
36,576
+181
| +0.5% | +$10.8K | 0.38% | 41 |
|
|
2024
Q3 | $2.14M | Buy |
36,395
+2,967
| +9% | +$174K | 0.4% | 41 |
|
|
2024
Q2 | $1.79M | Buy |
33,428
+2,815
| +9% | +$150K | 0.36% | 40 |
|
|
2024
Q1 | $1.72M | Buy |
30,613
+2,835
| +10% | +$159K | 0.37% | 39 |
|
|
2023
Q4 | $1.55M | Sell |
27,778
-4,531
| -14% | -$254K | 0.35% | 39 |
|
|
2023
Q3 | $1.58M | Sell |
32,309
-584
| -2% | -$28.6K | 0.44% | 34 |
|
|
2023
Q2 | $1.69M | Buy |
32,893
+7,502
| +30% | +$385K | 0.45% | 37 |
|
|
2023
Q1 | $1.32M | Buy |
25,391
+4,561
| +22% | +$237K | 0.37% | 38 |
|
|
2022
Q4 | $1.07M | Sell |
20,830
-282
| -1% | -$14.5K | 0.32% | 38 |
|
|
2022
Q3 | $978K | Buy |
21,112
+7,771
| +58% | +$360K | 0.32% | 41 |
|
|
2022
Q2 | $699K | Buy |
13,341
+2,132
| +19% | +$112K | 0.23% | 43 |
|
|
2022
Q1 | $655K | Buy |
11,209
+4,449
| +66% | +$260K | 0.21% | 43 |
|
|
2021
Q4 | $415K | Buy |
6,760
+4,618
| +216% | +$284K | 0.13% | 45 |
|
|
2021
Q3 | $124K | Buy |
+2,142
| New | +$124K | 0.04% | 71 |
|