IWA
IVC Wealth Advisors’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
3,267
| – | – | 0.14% | 133 |
|
|
2025
Q1 | $260K | Hold |
3,267
| – | – | 0.14% | 135 |
|
|
2024
Q4 | $284K | Hold |
3,267
| – | – | 0.16% | 126 |
|
|
2024
Q3 | $287K | Sell |
3,267
-12
| -0.4% | -$1.05K | 0.16% | 126 |
|
|
2024
Q2 | $276K | Sell |
3,279
-105
| -3% | -$8.83K | 0.15% | 127 |
|
|
2024
Q1 | $295K | Hold |
3,384
| – | – | 0.17% | 125 |
|
|
2023
Q4 | $256K | Hold |
3,384
| – | – | 0.16% | 125 |
|
|
2023
Q3 | $234K | Hold |
3,384
| – | – | 0.16% | 125 |
|
|
2023
Q2 | $242K | Sell |
3,384
-383
| -10% | -$27.4K | 0.15% | 127 |
|
|
2023
Q1 | $258K | Sell |
3,767
-161
| -4% | -$11K | 0.18% | 117 |
|
|
2022
Q4 | $257K | Hold |
3,928
| – | – | 0.19% | 122 |
|
|
2022
Q3 | $237K | Sell |
3,928
-484
| -11% | -$29.2K | 0.19% | 120 |
|
|
2022
Q2 | $269K | Sell |
4,412
-813
| -16% | -$49.6K | 0.21% | 114 |
|
|
2022
Q1 | $388K | Sell |
5,225
-78
| -1% | -$5.79K | 0.26% | 96 |
|
|
2021
Q4 | $432K | Sell |
5,303
-687
| -11% | -$56K | 0.28% | 92 |
|
|
2021
Q3 | $453K | Sell |
5,990
-21
| -0.3% | -$1.59K | 0.31% | 81 |
|
|
2021
Q2 | $466K | Sell |
6,011
-377
| -6% | -$29.2K | 0.33% | 79 |
|
|
2021
Q1 | $480K | Sell |
6,388
-3,411
| -35% | -$256K | 0.38% | 73 |
|
|
2020
Q4 | $679K | Buy |
+9,799
| New | +$679K | 0.65% | 45 |
|