IWA
IVC Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
17,569
-974
| -5% | -$28.5K | 0.25% | 72 |
|
|
2025
Q1 | $464K | Sell |
18,543
-144
| -0.8% | -$3.61K | 0.25% | 81 |
|
|
2024
Q4 | $521K | Buy |
18,687
+13,963
| +296% | +$389K | 0.29% | 68 |
|
|
2024
Q3 | $492K | Hold |
4,724
| – | – | 0.27% | 78 |
|
|
2024
Q2 | $476K | Sell |
4,724
-120
| -2% | -$12.1K | 0.27% | 84 |
|
|
2024
Q1 | $449K | Sell |
4,844
-164
| -3% | -$15.2K | 0.26% | 88 |
|
|
2023
Q4 | $415K | Sell |
5,008
-9
| -0.2% | -$747 | 0.26% | 87 |
|
|
2023
Q3 | $365K | Sell |
5,017
-82
| -2% | -$5.96K | 0.24% | 97 |
|
|
2023
Q2 | $382K | Hold |
5,099
| – | – | 0.24% | 97 |
|
|
2023
Q1 | $332K | Hold |
5,099
| – | – | 0.24% | 98 |
|
|
2022
Q4 | $283K | Hold |
5,099
| – | – | 0.21% | 115 |
|
|
2022
Q3 | $285K | Sell |
5,099
-1,370
| -21% | -$76.6K | 0.23% | 107 |
|
|
2022
Q2 | $375K | Sell |
6,469
-396
| -6% | -$23K | 0.29% | 84 |
|
|
2022
Q1 | $514K | Buy |
6,865
+3,433
| +100% | +$257K | 0.34% | 72 |
|
|
2021
Q4 | $562K | Hold |
3,432
| – | – | 0.36% | 70 |
|
|
2021
Q3 | $508K | Sell |
3,432
-31
| -0.9% | -$4.59K | 0.35% | 74 |
|
|
2021
Q2 | $506K | Sell |
3,463
-1,014
| -23% | -$148K | 0.36% | 75 |
|
|
2021
Q1 | $581K | Sell |
4,477
-1,772
| -28% | -$230K | 0.46% | 64 |
|
|
2020
Q4 | $802K | Buy |
+6,249
| New | +$802K | 0.77% | 34 |
|