IWA
IVC Wealth Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Sell |
11,593
-690
| -6% | -$27.5K | 0.23% | 85 |
|
|
2025
Q1 | $461K | Sell |
12,283
-27,501
| -69% | -$1.03M | 0.25% | 82 |
|
|
2024
Q4 | $1.75M | Buy |
39,784
+2,160
| +6% | +$95.1K | 0.98% | 19 |
|
|
2024
Q3 | $1.75M | Buy |
37,624
+3,248
| +9% | +$151K | 0.96% | 22 |
|
|
2024
Q2 | $1.5M | Buy |
34,376
+3,075
| +10% | +$134K | 0.84% | 27 |
|
|
2024
Q1 | $1.54M | Buy |
31,301
+4,781
| +18% | +$235K | 0.89% | 26 |
|
|
2023
Q4 | $1.27M | Buy |
+26,520
| New | +$1.27M | 0.79% | 28 |
|