IWA
IBEX Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
+8,461
| New | +$408K | 0.04% | 158 |
|
|
2025
Q1 | – | Sell |
-8,597
| Closed | -$394K | – | 188 |
|
|
2024
Q4 | $394K | Buy |
+8,597
| New | +$394K | 0.05% | 159 |
|
|
2023
Q1 | – | Sell |
-8,772
| Closed | -$320K | – | 149 |
|
|
2022
Q4 | $320K | Sell |
8,772
-199
| -2% | -$7.26K | 0.07% | 150 |
|
|
2022
Q3 | $290K | Buy |
8,971
+34
| +0.4% | +$1.1K | 0.08% | 122 |
|
|
2022
Q2 | $308K | Buy |
8,937
+37
| +0.4% | +$1.28K | 0.07% | 126 |
|
|
2022
Q1 | $342K | Buy |
8,900
+32
| +0.4% | +$1.23K | 0.07% | 132 |
|
|
2021
Q4 | $352K | Buy |
8,868
+35
| +0.4% | +$1.39K | 0.06% | 145 |
|
|
2021
Q3 | $318K | Sell |
8,833
-102
| -1% | -$3.67K | 0.06% | 145 |
|
|
2021
Q2 | $324K | Buy |
+8,935
| New | +$324K | 0.06% | 138 |
|
|
2019
Q3 | – | Sell |
-8,945
| Closed | -$256K | – | 275 |
|
|
2019
Q2 | $256K | Buy |
+8,945
| New | +$256K | 0.07% | 123 |
|
|
2017
Q4 | – | Sell |
-9,459
| Closed | -$234K | – | 124 |
|
|
2017
Q3 | $234K | Buy |
9,459
+42
| +0.4% | +$1.04K | 0.09% | 119 |
|
|
2017
Q2 | $255K | Buy |
+9,417
| New | +$255K | 0.1% | 116 |
|
|
2017
Q1 | – | Sell |
-9,363
| Closed | -$216K | – | 291 |
|
|
2016
Q4 | $216K | Buy |
9,363
+79
| +0.9% | +$1.82K | 0.1% | 110 |
|
|
2016
Q3 | $211K | Buy |
+9,284
| New | +$211K | 0.12% | 107 |
|