IWA
IVC Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Sell |
143,641
-115,042
| -44% | -$3.18M | 1.94% | 11 |
|
|
2025
Q1 | $6.88M | Sell |
258,683
-25,327
| -9% | -$673K | 3.7% | 5 |
|
|
2024
Q4 | $7.4M | Buy |
284,010
+189,282
| +200% | +$4.93M | 4.14% | 5 |
|
|
2024
Q3 | $7.61M | Sell |
94,728
-3,700
| -4% | -$297K | 4.17% | 4 |
|
|
2024
Q2 | $7.29M | Sell |
98,428
-5,979
| -6% | -$443K | 4.08% | 4 |
|
|
2024
Q1 | $7.93M | Sell |
104,407
-6,384
| -6% | -$485K | 4.58% | 4 |
|
|
2023
Q4 | $7.77M | Sell |
110,791
-79,174
| -42% | -$5.55M | 4.83% | 4 |
|
|
2023
Q3 | $12.2M | Buy |
189,965
+1,489
| +0.8% | +$96K | 8.19% | 3 |
|
|
2023
Q2 | $12.6M | Buy |
188,476
+2,198
| +1% | +$147K | 8.01% | 3 |
|
|
2023
Q1 | $12.2M | Buy |
186,278
+500
| +0.3% | +$32.8K | 8.66% | 3 |
|
|
2022
Q4 | $12.3M | Sell |
185,778
-3,615
| -2% | -$239K | 9.04% | 1 |
|
|
2022
Q3 | $11.1M | Sell |
189,393
-1,522
| -0.8% | -$89K | 8.92% | 2 |
|
|
2022
Q2 | $11.9M | Sell |
190,915
-15,876
| -8% | -$991K | 9.22% | 1 |
|
|
2022
Q1 | $14.8M | Buy |
206,791
+5,755
| +3% | +$411K | 9.7% | 1 |
|
|
2021
Q4 | $14.7M | Buy |
201,036
+10,927
| +6% | +$800K | 9.49% | 1 |
|
|
2021
Q3 | $12.8M | Buy |
190,109
+4,156
| +2% | +$280K | 8.84% | 1 |
|
|
2021
Q2 | $12.7M | Buy |
185,953
+22,555
| +14% | +$1.54M | 8.94% | 1 |
|
|
2021
Q1 | $10.7M | Buy |
163,398
+63,544
| +64% | +$4.15M | 8.4% | 1 |
|
|
2020
Q4 | $5.94M | Buy |
+99,854
| New | +$5.94M | 5.67% | 3 |
|