IWA
IVC Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
4,471
-513
| -10% | -$56.5K | 0.24% | 80 |
|
|
2025
Q1 | $554K | Sell |
4,984
-803
| -14% | -$89.2K | 0.3% | 68 |
|
|
2024
Q4 | $617K | Sell |
5,787
-827
| -13% | -$88.1K | 0.35% | 60 |
|
|
2024
Q3 | $731K | Sell |
6,614
-539
| -8% | -$59.5K | 0.4% | 57 |
|
|
2024
Q2 | $764K | Sell |
7,153
-874
| -11% | -$93.3K | 0.43% | 56 |
|
|
2024
Q1 | $862K | Sell |
8,027
-2,851
| -26% | -$306K | 0.5% | 52 |
|
|
2023
Q4 | $1.17M | Sell |
10,878
-134
| -1% | -$14.4K | 0.73% | 31 |
|
|
2023
Q3 | $1.14M | Sell |
11,012
-2,574
| -19% | -$267K | 0.76% | 31 |
|
|
2023
Q2 | $1.46M | Sell |
13,586
-1,811
| -12% | -$195K | 0.93% | 23 |
|
|
2023
Q1 | $1.7M | Sell |
15,397
-678
| -4% | -$74.7K | 1.2% | 16 |
|
|
2022
Q4 | $1.71M | Sell |
16,075
-2,452
| -13% | -$261K | 1.26% | 16 |
|
|
2022
Q3 | $1.94M | Sell |
18,527
-3,400
| -16% | -$357K | 1.56% | 9 |
|
|
2022
Q2 | $2.5M | Sell |
21,927
-26,972
| -55% | -$3.07M | 1.93% | 6 |
|
|
2022
Q1 | $6.09M | Sell |
48,899
-977
| -2% | -$122K | 4% | 4 |
|
|
2021
Q4 | $6.44M | Buy |
49,876
+4,298
| +9% | +$555K | 4.15% | 4 |
|
|
2021
Q3 | $5.82M | Buy |
45,578
+4,425
| +11% | +$565K | 4.01% | 4 |
|
|
2021
Q2 | $5.27M | Buy |
41,153
+7,526
| +22% | +$963K | 3.7% | 4 |
|
|
2021
Q1 | $4.22M | Buy |
33,627
+29,858
| +792% | +$3.75M | 3.32% | 4 |
|
|
2020
Q4 | $481K | Buy |
+3,769
| New | +$481K | 0.46% | 61 |
|