IWA
IVC Wealth Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Hold |
4,290
| – | – | 0.13% | 142 |
|
|
2025
Q1 | $255K | Hold |
4,290
| – | – | 0.14% | 136 |
|
|
2024
Q4 | $244K | Hold |
4,290
| – | – | 0.14% | 137 |
|
|
2024
Q3 | $250K | Hold |
4,290
| – | – | 0.14% | 141 |
|
|
2024
Q2 | $236K | Hold |
4,290
| – | – | 0.13% | 145 |
|
|
2024
Q1 | $243K | Hold |
4,290
| – | – | 0.14% | 144 |
|
|
2023
Q4 | $218K | Hold |
4,290
| – | – | 0.14% | 145 |
|
|
2023
Q3 | $201K | Hold |
4,290
| – | – | 0.13% | 141 |
|
|
2023
Q2 | $200K | Buy |
+4,290
| New | +$200K | 0.13% | 151 |
|
|
2023
Q1 | – | Sell |
-4,290
| Closed | -$202K | – | 152 |
|
|
2022
Q4 | $202K | Buy |
+4,290
| New | +$202K | 0.15% | 147 |
|
|
2022
Q2 | – | Sell |
-4,290
| Closed | -$210K | – | 146 |
|
|
2022
Q1 | $210K | Sell |
4,290
-230
| -5% | -$11.3K | 0.14% | 142 |
|
|
2021
Q4 | $220K | Hold |
4,520
| – | – | 0.14% | 129 |
|
|
2021
Q3 | $201K | Hold |
4,520
| – | – | 0.14% | 132 |
|
|
2021
Q2 | $201K | Sell |
4,520
-600
| -12% | -$26.7K | 0.14% | 130 |
|
|
2021
Q1 | $218K | Sell |
5,120
-186
| -4% | -$7.92K | 0.17% | 116 |
|
|
2020
Q4 | $205K | Buy |
+5,306
| New | +$205K | 0.2% | 109 |
|