BWA
Boulder 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
Q1 | $26.9M | Buy |
47,794
+880
| +2% | +$494K | 15.63% | 2 |
|
|
2024
Q4 | $27.6M | Buy |
46,914
+505
| +1% | +$297K | 14.23% | 2 |
|
|
2024
Q3 | $26.8M | Sell |
46,409
-8,065
| -15% | -$4.65M | 14.55% | 2 |
|
|
2024
Q2 | $29.8M | Buy |
54,474
+1,201
| +2% | +$657K | 17.39% | 2 |
|
|
2024
Q1 | $28M | Buy |
+53,273
| New | +$28M | 17.35% | 2 |
|
|
2022
Q4 | $16.8M | Buy |
+43,785
| New | +$16.8M | 15.05% | 1 |
|