ICW Investment Advisors LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, ICW Investment Advisors LLC opened 5 positions, added to 35, reduced 14 and sold out of 4.
- Q2 2026: Stock SDY; Country of operation —; Class STATE STREET SPD; Shares before 1,484.
- Q4 2025: Stock SDY; Country of operation —; Class S&P DIVID ETF; Shares before 1,464.
- Q4 2024: Stock SDY; Country of operation —; Class S&P DIVID ETF; Shares before 1,425.
- Q1 2024: Stock MDY; Country of operation —; Class UTSER1 S&PDCRP; Shares before 699.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1794820), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
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