IWA
IVC Wealth Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
9,423
-1,402
| -13% | -$56.8K | 0.19% | 102 |
|
|
2025
Q1 | $394K | Sell |
10,825
-521
| -5% | -$19K | 0.21% | 94 |
|
|
2024
Q4 | $387K | Buy |
11,346
+103
| +0.9% | +$3.52K | 0.22% | 91 |
|
|
2024
Q3 | $422K | Sell |
11,243
-667
| -6% | -$25.1K | 0.23% | 91 |
|
|
2024
Q2 | $418K | Sell |
11,910
-2,025
| -15% | -$71K | 0.23% | 95 |
|
|
2024
Q1 | $499K | Sell |
13,935
-401
| -3% | -$14.4K | 0.29% | 82 |
|
|
2023
Q4 | $488K | Sell |
14,336
-937
| -6% | -$31.9K | 0.3% | 76 |
|
|
2023
Q3 | $474K | Sell |
15,273
-1,101
| -7% | -$34.1K | 0.32% | 79 |
|
|
2023
Q2 | $533K | Buy |
16,374
+1,415
| +9% | +$46K | 0.34% | 75 |
|
|
2023
Q1 | $480K | Buy |
14,959
+21
| +0.1% | +$675 | 0.34% | 72 |
|
|
2022
Q4 | $444K | Buy |
14,938
+1,285
| +9% | +$38.2K | 0.33% | 79 |
|
|
2022
Q3 | $352K | Buy |
13,653
+1,833
| +16% | +$47.3K | 0.28% | 87 |
|
|
2022
Q2 | $341K | Sell |
11,820
-19,415
| -62% | -$560K | 0.26% | 94 |
|
|
2022
Q1 | $1.07M | Buy |
31,235
+4,996
| +19% | +$171K | 0.7% | 34 |
|
|
2021
Q4 | $957K | Buy |
26,239
+3,570
| +16% | +$130K | 0.62% | 44 |
|
|
2021
Q3 | $821K | Buy |
22,669
+1,146
| +5% | +$41.5K | 0.57% | 50 |
|
|
2021
Q2 | $792K | Buy |
21,523
+2,727
| +15% | +$100K | 0.56% | 51 |
|
|
2021
Q1 | $665K | Buy |
18,796
+6,410
| +52% | +$227K | 0.52% | 54 |
|
|
2020
Q4 | $418K | Buy |
+12,386
| New | +$418K | 0.4% | 69 |
|