BWA
BCU Wealth Advisors’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 | $3.72M | Sell |
5,997
-5,315
| -47% | -$3.3M | 1.67% | 8 |
|
|
2025
Q1 | $6.36M | Buy |
11,312
+1,722
| +18% | +$968K | 3.31% | 7 |
|
|
2024
Q4 | $5.65M | Buy |
9,590
+47
| +0.5% | +$27.7K | 3.23% | 7 |
|
|
2024
Q3 | $5.5M | Sell |
9,543
-143
| -1% | -$82.5K | 3.28% | 7 |
|
|
2024
Q2 | $5.3M | Sell |
9,686
-594
| -6% | -$325K | 3.91% | 5 |
|
|
2024
Q1 | $5.4M | Sell |
10,280
-2,554
| -20% | -$1.34M | 4.59% | 5 |
|
|
2023
Q4 | $6.13M | Buy |
+12,834
| New | +$6.13M | 6.65% | 4 |
|