IVC Wealth Advisors’s SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $328K | Hold |
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|
2025
Q2 | $314K | Hold |
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|
2025
Q1 | $317K | Hold |
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|
2024
Q4 | $316K | Buy |
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|
2024
Q3 | $310K | Hold |
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|
2024
Q2 | $287K | Hold |
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|
2024
Q1 | $300K | Hold |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $264K | Buy |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $259K | Hold |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $279K | Sell |
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|
2021
Q3 | $291K | Hold |
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|
2021
Q2 | $296K | Buy |
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|
2021
Q1 | $235K | Sell |
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|
2020
Q4 | $236K | Buy |
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