IWA
IVC Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
7,300
-1,265
| -15% | -$37K | 0.1% | 163 |
|
|
2025
Q1 | $247K | Sell |
8,565
-322
| -4% | -$9.29K | 0.13% | 139 |
|
|
2024
Q4 | $255K | Sell |
8,887
-5
| -0.1% | -$143 | 0.14% | 133 |
|
|
2024
Q3 | $262K | Sell |
8,892
-1,008
| -10% | -$29.6K | 0.14% | 132 |
|
|
2024
Q2 | $280K | Sell |
9,900
-937
| -9% | -$26.5K | 0.16% | 126 |
|
|
2024
Q1 | $314K | Sell |
10,837
-751
| -6% | -$21.8K | 0.18% | 119 |
|
|
2023
Q4 | $334K | Sell |
11,588
-1,120
| -9% | -$32.2K | 0.21% | 103 |
|
|
2023
Q3 | $344K | Sell |
12,708
-2,980
| -19% | -$80.6K | 0.23% | 102 |
|
|
2023
Q2 | $436K | Sell |
15,688
-7,849
| -33% | -$218K | 0.28% | 89 |
|
|
2023
Q1 | $660K | Buy |
23,537
+1,355
| +6% | +$38K | 0.47% | 63 |
|
|
2022
Q4 | $599K | Sell |
22,182
-2,005
| -8% | -$54.2K | 0.44% | 64 |
|
|
2022
Q3 | $634K | Buy |
24,187
+1,903
| +9% | +$49.9K | 0.51% | 57 |
|
|
2022
Q2 | $602K | Sell |
22,284
-815
| -4% | -$22K | 0.47% | 62 |
|
|
2022
Q1 | $702K | Sell |
23,099
-132
| -0.6% | -$4.01K | 0.46% | 58 |
|
|
2021
Q4 | $766K | Buy |
23,231
+3,555
| +18% | +$117K | 0.49% | 51 |
|
|
2021
Q3 | $650K | Buy |
19,676
+1,544
| +9% | +$51K | 0.45% | 58 |
|
|
2021
Q2 | $597K | Buy |
18,132
+6,206
| +52% | +$204K | 0.42% | 65 |
|
|
2021
Q1 | $381K | Buy |
11,926
+1,928
| +19% | +$61.6K | 0.3% | 87 |
|
|
2020
Q4 | $321K | Buy |
+9,998
| New | +$321K | 0.31% | 86 |
|