IWA
IVC Wealth Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
6,866
+539
| +9% | +$24.4K | 0.15% | 121 |
|
|
2025
Q1 | $267K | Buy |
6,327
+836
| +15% | +$35.3K | 0.14% | 132 |
|
|
2024
Q4 | $263K | Buy |
5,491
+1
| +0% | +$48 | 0.15% | 132 |
|
|
2024
Q3 | $251K | Buy |
5,490
+3
| +0.1% | +$137 | 0.14% | 140 |
|
|
2024
Q2 | $218K | Buy |
+5,487
| New | +$218K | 0.12% | 151 |
|