IVC Wealth Advisors LLC USIG holdings history
ISHARES BROAD USD INVESTMENT · CUSIP 464288620 · CIK 1842811
As of 2026-06-30, IVC Wealth Advisors LLC reported 162.34K USIG (shares), valued at $8.33M, or 3.25% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares increased 4.16%; reported value increased 4.29%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.25% | 162,344 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 3.47% | 155,854 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 3.42% | 151,898 | SEC filing ↗Filed Jan 16, 2026 |
| Q3 2025 | 3.47% | 148,477 | SEC filing ↗Filed Oct 9, 2025 |
| Q2 2025 | 3.43% | 136,590 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 2.94% | 107,032 | SEC filing ↗Filed Apr 8, 2025 |
| Q4 2024 | 2.46% | 87,415 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 2.40% | 83,526 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 2.32% | 82,761 | SEC filing ↗Filed Jul 16, 2024 |
| Q1 2024 | 2.23% | 76,217 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 2.22% | 69,518 | SEC filing ↗Filed Jan 10, 2024 |
| Q3 2023 | 2.29% | 71,179 | SEC filing ↗Filed Oct 5, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.29% | 71,179 | $3.42M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 5, 2023 |
| Q4 2023 | 2.22% | 69,518 | $3.56M | Shares decreased 2.33%; reported value increased 4.15%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 2.23% | 76,217 | $3.87M | Shares increased 9.64%; reported value increased 8.59%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 2.32% | 82,761 | $4.16M | Shares increased 8.59%; reported value increased 7.39%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2024 |
| Q3 2024 | 2.40% | 83,526 | $4.39M | Shares increased 0.92%; reported value increased 5.69%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 2.46% | 87,415 | $4.40M | Shares increased 4.66%; reported value increased 0.08%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 2.94% | 107,032 | $5.47M | Shares increased 22.44%; reported value increased 24.39%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2025 |
| Q2 2025 | 3.43% | 136,590 | $7.03M | Shares increased 27.62%; reported value increased 28.52%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 3.47% | 148,477 | $7.75M | Shares increased 8.70%; reported value increased 10.35%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2025 |
| Q4 2025 | 3.42% | 151,898 | $7.86M | Shares increased 2.30%; reported value increased 1.42%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 3.47% | 155,854 | $7.98M | Shares increased 2.60%; reported value increased 1.53%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 3.25% | 162,344 | $8.33M | Shares increased 4.16%; reported value increased 4.29%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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