BFWA
Benchmark Financial 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 | $4.38M | Sell |
7,048
-1,064
| -13% | -$661K | 1.45% | 19 |
|
|
2025
Q1 | $4.56M | Buy |
8,112
+2,979
| +58% | +$1.67M | 1.72% | 15 |
|
|
2024
Q4 | $3.02M | Buy |
5,133
+2,172
| +73% | +$1.28M | 0.97% | 22 |
|
|
2024
Q3 | $1.71M | Buy |
2,961
+74
| +3% | +$42.7K | 0.57% | 25 |
|
|
2024
Q2 | $1.58M | Sell |
2,887
-482
| -14% | -$264K | 0.59% | 24 |
|
|
2024
Q1 | $1.77M | Buy |
3,369
+114
| +4% | +$59.9K | 0.68% | 22 |
|
|
2023
Q4 | $1.55M | Buy |
3,255
+105
| +3% | +$50.1K | 0.67% | 23 |
|
|
2023
Q3 | $1.35M | Buy |
3,150
+179
| +6% | +$76.9K | 0.64% | 24 |
|
|
2023
Q2 | $1.32M | Buy |
2,971
+327
| +12% | +$146K | 0.61% | 23 |
|
|
2023
Q1 | $1.09M | Buy |
2,644
+250
| +10% | +$103K | 0.56% | 23 |
|
|
2022
Q4 | $920K | Buy |
2,394
+107
| +5% | +$41.1K | 0.5% | 25 |
|
|
2022
Q3 | $820K | Sell |
2,287
-130
| -5% | -$46.6K | 0.48% | 28 |
|
|
2022
Q2 | $916K | Buy |
2,417
+322
| +15% | +$122K | 0.47% | 28 |
|
|
2022
Q1 | $951K | Buy |
2,095
+4
| +0.2% | +$1.82K | 0.4% | 29 |
|
|
2021
Q4 | $997K | Buy |
2,091
+263
| +14% | +$125K | 0.42% | 29 |
|
|
2021
Q3 | $787K | Sell |
1,828
-497
| -21% | -$214K | 0.37% | 30 |
|
|
2021
Q2 | $1M | Buy |
2,325
+40
| +2% | +$17.2K | 0.48% | 30 |
|
|
2021
Q1 | $909K | Sell |
2,285
-2,852
| -56% | -$1.13M | 0.5% | 27 |
|
|
2020
Q4 | $1.93M | Buy |
5,137
+712
| +16% | +$267K | 1.06% | 21 |
|
|
2020
Q3 | $1.49M | Buy |
4,425
+47
| +1% | +$15.8K | 0.96% | 21 |
|
|
2020
Q2 | $1.36M | Sell |
4,378
-5,092
| -54% | -$1.58M | 1% | 20 |
|
|
2020
Q1 | $2.45M | Buy |
9,470
+605
| +7% | +$156K | 2.46% | 11 |
|
|
2019
Q4 | $2.87M | Buy |
8,865
+1,527
| +21% | +$493K | 2.37% | 10 |
|
|
2019
Q3 | $2.19M | Buy |
7,338
+2,738
| +60% | +$818K | 2.15% | 9 |
|
|
2019
Q2 | $1.36M | Buy |
4,600
+623
| +16% | +$184K | 1.32% | 12 |
|
|
2019
Q1 | $1.13M | Buy |
3,977
+885
| +29% | +$252K | 1.18% | 12 |
|
|
2018
Q4 | $778K | Buy |
+3,092
| New | +$778K | 0.96% | 13 |
|