IWA
IVC Wealth Advisors’s JFrog FROG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
6,900
+25
| +0.4% | +$1.1K | 0.15% | 123 |
|
|
2025
Q1 | $220K | Buy |
+6,875
| New | +$220K | 0.12% | 145 |
|
|
2021
Q3 | – | Sell |
-6,125
| Closed | -$279K | – | 144 |
|
|
2021
Q2 | $279K | Buy |
6,125
+925
| +18% | +$42.1K | 0.2% | 113 |
|
|
2021
Q1 | $231K | Buy |
+5,200
| New | +$231K | 0.18% | 111 |
|