IWA
Invera Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.36M | Buy |
232,333
+5,705
| +3% | +$132K | 6.3% | 2 |
|
|
2024
Q4 | $5.15M | Buy |
226,628
+9,245
| +4% | +$210K | 5.1% | 4 |
|
|
2024
Q3 | $5.03M | Buy |
217,383
+3,702
| +2% | +$85.7K | 5.01% | 5 |
|
|
2024
Q2 | $4.91M | Buy |
213,681
+16,936
| +9% | +$390K | 5.04% | 5 |
|
|
2024
Q1 | $4.39M | Sell |
196,745
-8,669
| -4% | -$193K | 3.73% | 7 |
|
|
2023
Q4 | $4.78M | Buy |
+205,414
| New | +$4.78M | 2.99% | 4 |
|