BHPW
Beverly Hills Private Wealth’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 | $3.8M | Sell |
6,122
-738
| -11% | -$458K | 0.71% | 33 |
|
|
2025
Q1 | $3.85M | Sell |
6,860
-652
| -9% | -$366K | 0.76% | 30 |
|
|
2024
Q4 | $4.42M | Buy |
7,512
+558
| +8% | +$328K | 0.89% | 21 |
|
|
2024
Q3 | $4.01M | Sell |
6,954
-473
| -6% | -$273K | 0.81% | 26 |
|
|
2024
Q2 | $4.06M | Sell |
7,427
-377
| -5% | -$206K | 0.88% | 25 |
|
|
2024
Q1 | $4.1M | Sell |
7,804
-1,616
| -17% | -$850K | 0.95% | 21 |
|
|
2023
Q4 | $4.5M | Buy |
9,420
+1,903
| +25% | +$909K | 1.17% | 16 |
|
|
2023
Q3 | $3.23M | Sell |
7,517
-7,986
| -52% | -$3.43M | 0.96% | 21 |
|
|
2023
Q2 | $6.96M | Buy |
15,503
+8,992
| +138% | +$4.04M | 1.14% | 17 |
|
|
2023
Q1 | $2.68M | Buy |
6,511
+2,809
| +76% | +$1.15M | 0.83% | 31 |
|
|
2022
Q4 | $1.42M | Buy |
+3,702
| New | +$1.42M | 0.62% | 53 |
|