IWA
IVC Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,829
| Closed | -$151K | – | 168 |
|
|
2024
Q1 | $151K | Sell |
10,829
-1,000
| -8% | -$14K | 0.09% | 159 |
|
|
2023
Q4 | $184K | Sell |
11,829
-4,687
| -28% | -$73K | 0.11% | 156 |
|
|
2023
Q3 | $241K | Sell |
16,516
-9,290
| -36% | -$136K | 0.16% | 123 |
|
|
2023
Q2 | $475K | Sell |
25,806
-14,858
| -37% | -$273K | 0.3% | 83 |
|
|
2023
Q1 | $804K | Sell |
40,664
-57,872
| -59% | -$1.14M | 0.57% | 53 |
|
|
2022
Q4 | $1.96M | Sell |
98,536
-8,761
| -8% | -$174K | 1.44% | 13 |
|
|
2022
Q3 | $2.05M | Buy |
107,297
+1,462
| +1% | +$27.9K | 1.65% | 8 |
|
|
2022
Q2 | $2.02M | Buy |
105,835
+9,516
| +10% | +$181K | 1.56% | 11 |
|
|
2022
Q1 | $2.07M | Buy |
96,319
+2,197
| +2% | +$47.3K | 1.36% | 11 |
|
|
2021
Q4 | $1.99M | Buy |
94,122
+618
| +0.7% | +$13.1K | 1.28% | 12 |
|
|
2021
Q3 | $2.02M | Buy |
93,504
+7,764
| +9% | +$168K | 1.39% | 12 |
|
|
2021
Q2 | $2.01M | Buy |
85,740
+27,366
| +47% | +$642K | 1.41% | 12 |
|
|
2021
Q1 | $1.42M | Buy |
+58,374
| New | +$1.42M | 1.12% | 18 |
|