IWA
IVC Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
6,297
-459
| -7% | -$27.6K | 0.18% | 104 |
|
|
2025
Q1 | $365K | Buy |
6,756
+1,038
| +18% | +$56K | 0.2% | 103 |
|
|
2024
Q4 | $299K | Sell |
5,718
-2,041
| -26% | -$107K | 0.17% | 123 |
|
|
2024
Q3 | $445K | Sell |
7,759
-1,202
| -13% | -$69K | 0.24% | 89 |
|
|
2024
Q2 | $480K | Sell |
8,961
-1,888
| -17% | -$101K | 0.27% | 83 |
|
|
2024
Q1 | $560K | Sell |
10,849
-2,320
| -18% | -$120K | 0.32% | 74 |
|
|
2023
Q4 | $666K | Sell |
13,169
-593
| -4% | -$30K | 0.41% | 61 |
|
|
2023
Q3 | $655K | Sell |
13,762
-6,773
| -33% | -$322K | 0.44% | 59 |
|
|
2023
Q2 | $1.01M | Sell |
20,535
-22,310
| -52% | -$1.1M | 0.64% | 40 |
|
|
2023
Q1 | $2.09M | Sell |
42,845
-827
| -2% | -$40.3K | 1.48% | 9 |
|
|
2022
Q4 | $2.04M | Sell |
43,672
-347
| -0.8% | -$16.2K | 1.5% | 9 |
|
|
2022
Q3 | $1.89M | Sell |
44,019
-659
| -1% | -$28.3K | 1.52% | 11 |
|
|
2022
Q2 | $2.19M | Buy |
44,678
+12,666
| +40% | +$621K | 1.7% | 8 |
|
|
2022
Q1 | $1.78M | Buy |
32,012
+1,953
| +6% | +$108K | 1.17% | 14 |
|
|
2021
Q4 | $1.8M | Buy |
30,059
+2,480
| +9% | +$148K | 1.16% | 15 |
|
|
2021
Q3 | $1.7M | Buy |
27,579
+1,362
| +5% | +$84.1K | 1.17% | 16 |
|
|
2021
Q2 | $1.76M | Buy |
26,217
+6,211
| +31% | +$416K | 1.23% | 16 |
|
|
2021
Q1 | $1.29M | Buy |
+20,006
| New | +$1.29M | 1.01% | 24 |
|