IWA
IVC Wealth Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Sell |
15,736
-832
| -5% | -$173K | 1.6% | 14 |
|
|
2025
Q1 | $3.09M | Buy |
16,568
+2,048
| +14% | +$382K | 1.66% | 12 |
|
|
2024
Q4 | $3.05M | Buy |
14,520
+116
| +0.8% | +$24.4K | 1.71% | 12 |
|
|
2024
Q3 | $2.99M | Buy |
14,404
+683
| +5% | +$142K | 1.63% | 12 |
|
|
2024
Q2 | $2.62M | Sell |
13,721
-4
| -0% | -$764 | 1.47% | 13 |
|
|
2024
Q1 | $2.71M | Buy |
13,725
+788
| +6% | +$155K | 1.56% | 12 |
|
|
2023
Q4 | $2.37M | Buy |
12,937
+1,198
| +10% | +$220K | 1.48% | 12 |
|
|
2023
Q3 | $1.91M | Buy |
11,739
+373
| +3% | +$60.8K | 1.28% | 14 |
|
|
2023
Q2 | $2.01M | Buy |
11,366
+1,089
| +11% | +$192K | 1.27% | 13 |
|
|
2023
Q1 | $1.7M | Buy |
10,277
+461
| +5% | +$76.1K | 1.2% | 17 |
|
|
2022
Q4 | $1.53M | Buy |
9,816
+487
| +5% | +$75.8K | 1.13% | 18 |
|
|
2022
Q3 | $1.4M | Buy |
9,329
+828
| +10% | +$125K | 1.13% | 19 |
|
|
2022
Q2 | $1.28M | Buy |
8,501
+4,439
| +109% | +$666K | 0.99% | 23 |
|
|
2022
Q1 | $756K | Buy |
4,062
+586
| +17% | +$109K | 0.5% | 51 |
|
|
2021
Q4 | $742K | Buy |
3,476
+831
| +31% | +$177K | 0.48% | 55 |
|
|
2021
Q3 | $566K | Buy |
2,645
+158
| +6% | +$33.8K | 0.39% | 69 |
|
|
2021
Q2 | $564K | Buy |
2,487
+558
| +29% | +$127K | 0.4% | 71 |
|
|
2021
Q1 | $422K | Sell |
1,929
-18
| -0.9% | -$3.94K | 0.33% | 82 |
|
|
2020
Q4 | $406K | Buy |
+1,947
| New | +$406K | 0.39% | 72 |
|