BWA
BlueChip 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 | $6.7M | Sell |
10,793
-458
| -4% | -$284K | 2.98% | 7 |
|
|
2025
Q1 | $6.32M | Buy |
11,251
+186
| +2% | +$105K | 3.1% | 7 |
|
|
2024
Q4 | $6.51M | Buy |
11,065
+59
| +0.5% | +$34.7K | 3.61% | 7 |
|
|
2024
Q3 | $6.35M | Buy |
11,006
+660
| +6% | +$381K | 3.32% | 7 |
|
|
2024
Q2 | $5.66M | Buy |
10,346
+88
| +0.9% | +$48.2K | 3.33% | 7 |
|
|
2024
Q1 | $5.39M | Sell |
10,258
-67
| -0.6% | -$35.2K | 3.48% | 7 |
|
|
2023
Q4 | $4.93M | Buy |
+10,325
| New | +$4.93M | 3.46% | 6 |
|