IWA
IVC Wealth Advisors’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Sell |
10,267
-64
| -0.6% | -$3.73K | 0.29% | 64 |
|
|
2025
Q1 | $621K | Buy |
10,331
+127
| +1% | +$7.63K | 0.33% | 65 |
|
|
2024
Q4 | $600K | Buy |
10,204
+618
| +6% | +$36.3K | 0.34% | 62 |
|
|
2024
Q3 | $682K | Sell |
9,586
-166
| -2% | -$11.8K | 0.37% | 63 |
|
|
2024
Q2 | $643K | Buy |
9,752
+852
| +10% | +$56.2K | 0.36% | 64 |
|
|
2024
Q1 | $567K | Sell |
8,900
-56
| -0.6% | -$3.57K | 0.33% | 70 |
|
|
2023
Q4 | $667K | Buy |
8,956
+116
| +1% | +$8.64K | 0.41% | 60 |
|
|
2023
Q3 | $563K | Buy |
8,840
+5,204
| +143% | +$331K | 0.38% | 69 |
|
|
2023
Q2 | $232K | Buy |
+3,636
| New | +$232K | 0.15% | 129 |
|