BWM
BCS Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Sell |
1,416
-3
| -0.2% | -$1.86K | 0.19% | 105 |
|
|
2025
Q1 | $797K | Buy |
1,419
+10
| +0.7% | +$5.62K | 0.2% | 96 |
|
|
2024
Q4 | $830K | Buy |
+1,409
| New | +$830K | 0.21% | 94 |
|
|
2023
Q2 | – | Sell |
-491
| Closed | -$202K | – | 137 |
|
|
2023
Q1 | $202K | Buy |
+491
| New | +$202K | 0.09% | 154 |
|
|
2022
Q1 | – | Sell |
-437
| Closed | -$208K | – | 199 |
|
|
2021
Q4 | $208K | Buy |
+437
| New | +$208K | 0.07% | 192 |
|