IWA
IVC Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Buy |
19,671
+859
| +5% | +$18.2K | 0.2% | 95 |
|
|
2025
Q1 | $405K | Buy |
18,812
+138
| +0.7% | +$2.97K | 0.22% | 92 |
|
|
2024
Q4 | $393K | Buy |
18,674
+5,244
| +39% | +$110K | 0.22% | 90 |
|
|
2024
Q3 | $311K | Sell |
13,430
-1,642
| -11% | -$38K | 0.17% | 117 |
|
|
2024
Q2 | $301K | Sell |
15,072
-2,121
| -12% | -$42.4K | 0.17% | 121 |
|
|
2024
Q1 | $349K | Buy |
17,193
+3,747
| +28% | +$76.1K | 0.2% | 108 |
|
|
2023
Q4 | $278K | Buy |
13,446
+760
| +6% | +$15.7K | 0.17% | 115 |
|
|
2023
Q3 | $225K | Buy |
12,686
+112
| +0.9% | +$1.99K | 0.15% | 129 |
|
|
2023
Q2 | $246K | Buy |
+12,574
| New | +$246K | 0.16% | 126 |
|
|
2023
Q1 | – | Sell |
-12,527
| Closed | -$242K | – | 153 |
|
|
2022
Q4 | $242K | Buy |
+12,527
| New | +$242K | 0.18% | 125 |
|
|
2022
Q3 | – | Sell |
-12,104
| Closed | -$255K | – | 144 |
|
|
2022
Q2 | $255K | Buy |
12,104
+2,047
| +20% | +$43.1K | 0.2% | 115 |
|
|
2022
Q1 | $250K | Buy |
+10,057
| New | +$250K | 0.16% | 127 |
|