IWA
IVC Wealth Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.01M | Sell |
36,420
-4,233
| -10% | -$233K | 0.98% | 19 |
|
2025
Q1 | $2.23M | Sell |
40,653
-92,470
| -69% | -$5.06M | 1.2% | 16 |
|
2024
Q4 | $7.52M | Buy |
133,123
+7,563
| +6% | +$427K | 4.21% | 4 |
|
2024
Q3 | $7.26M | Buy |
125,560
+4,401
| +4% | +$255K | 3.97% | 5 |
|
2024
Q2 | $6.6M | Buy |
121,159
+4,156
| +4% | +$226K | 3.69% | 5 |
|
2024
Q1 | $6.8M | Buy |
117,003
+10,979
| +10% | +$638K | 3.92% | 5 |
|
2023
Q4 | $5.51M | Buy |
+106,024
| New | +$5.51M | 3.43% | 5 |
|