IWA
IVC Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.03M | Buy |
136,590
+29,558
| +28% | +$1.52M | 3.43% | 5 |
|
|
2025
Q1 | $5.47M | Buy |
107,032
+19,617
| +22% | +$1M | 2.94% | 7 |
|
|
2024
Q4 | $4.4M | Buy |
87,415
+3,889
| +5% | +$196K | 2.46% | 7 |
|
|
2024
Q3 | $4.39M | Buy |
83,526
+765
| +0.9% | +$40.2K | 2.4% | 7 |
|
|
2024
Q2 | $4.16M | Buy |
82,761
+6,544
| +9% | +$329K | 2.32% | 6 |
|
|
2024
Q1 | $3.87M | Buy |
76,217
+6,699
| +10% | +$340K | 2.23% | 6 |
|
|
2023
Q4 | $3.56M | Sell |
69,518
-1,661
| -2% | -$85.1K | 2.22% | 6 |
|
|
2023
Q3 | $3.42M | Buy |
71,179
+4,683
| +7% | +$225K | 2.29% | 5 |
|
|
2023
Q2 | $3.33M | Buy |
66,496
+14,105
| +27% | +$707K | 2.11% | 5 |
|
|
2023
Q1 | $2.65M | Buy |
52,391
+11,405
| +28% | +$578K | 1.88% | 6 |
|
|
2022
Q4 | $2.01M | Sell |
40,986
-2,556
| -6% | -$126K | 1.48% | 12 |
|
|
2022
Q3 | $2.09M | Sell |
43,542
-113
| -0.3% | -$5.43K | 1.68% | 7 |
|
|
2022
Q2 | $2.23M | Buy |
43,655
+560
| +1% | +$28.5K | 1.72% | 7 |
|
|
2022
Q1 | $2.37M | Buy |
43,095
+2,484
| +6% | +$137K | 1.56% | 9 |
|
|
2021
Q4 | $2.43M | Buy |
40,611
+4,209
| +12% | +$251K | 1.56% | 8 |
|
|
2021
Q3 | $2.19M | Buy |
36,402
+737
| +2% | +$44.3K | 1.51% | 9 |
|
|
2021
Q2 | $2.16M | Sell |
35,665
-164
| -0.5% | -$9.94K | 1.52% | 10 |
|
|
2021
Q1 | $2.12M | Buy |
35,829
+7,226
| +25% | +$427K | 1.67% | 8 |
|
|
2020
Q4 | $1.77M | Buy |
+28,603
| New | +$1.77M | 1.69% | 11 |
|