BWA
Blodgett 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 | $3.24M | Buy |
5,211
+380
| +8% | +$236K | 2.53% | 9 |
|
|
2025
Q1 | $2.71M | Buy |
4,831
+508
| +12% | +$285K | 2.31% | 9 |
|
|
2024
Q4 | $2.54M | Buy |
4,323
+475
| +12% | +$280K | 2% | 10 |
|
|
2024
Q3 | $2.22M | Buy |
3,848
+135
| +4% | +$77.9K | 1.87% | 10 |
|
|
2024
Q2 | $2.03M | Buy |
3,713
+315
| +9% | +$172K | 1.72% | 10 |
|
|
2024
Q1 | $1.79M | Buy |
3,398
+100
| +3% | +$52.6K | 1.61% | 14 |
|
|
2023
Q4 | $1.58M | Buy |
3,298
+220
| +7% | +$105K | 1.61% | 15 |
|
|
2023
Q3 | $1.32M | Buy |
3,078
+505
| +20% | +$217K | 1.45% | 17 |
|
|
2023
Q2 | $1.15M | Hold |
2,573
| – | – | 1.19% | 19 |
|
|
2023
Q1 | $1.06M | Buy |
2,573
+1
| +0% | +$411 | 1.22% | 21 |
|
|
2022
Q4 | $988K | Hold |
2,572
| – | – | 1.2% | 24 |
|
|
2022
Q3 | $922K | Sell |
2,572
-37
| -1% | -$13.3K | 1.11% | 25 |
|
|
2022
Q2 | $989K | Buy |
2,609
+50
| +2% | +$19K | 1.08% | 23 |
|
|
2022
Q1 | $1.16M | Buy |
2,559
+71
| +3% | +$32.2K | 0.97% | 27 |
|
|
2021
Q4 | $1.19M | Buy |
+2,488
| New | +$1.19M | 0.92% | 26 |
|