Lowe Wealth Advisors’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $125K | Hold |
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|
2025
Q2 | $127K | Sell |
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|
2025
Q1 | $125K | Hold |
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|
2024
Q4 | $119K | Sell |
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|
2024
Q3 | $163K | Buy |
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|
2024
Q2 | $152K | Hold |
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|
2024
Q1 | $155K | Sell |
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|
2023
Q4 | $442K | Sell |
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|
2023
Q3 | $440K | Hold |
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|
2023
Q2 | $441K | Sell |
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|
2023
Q1 | $504K | Sell |
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|
2022
Q4 | $585K | Sell |
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|
2022
Q3 | $646K | Sell |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $1.51M | Buy |
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|
2021
Q2 | $819K | Buy |
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|
2021
Q1 | $208K | Buy |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $3K | Buy |
|