BFWM
Bright Futures Wealth Management’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 | $265K | Sell |
513
-89
| -15% | -$46K | 0.29% | 90 |
|
|
2024
Q4 | $364K | Buy |
602
+69
| +13% | +$41.7K | 0.32% | 80 |
|
|
2024
Q3 | $310K | Sell |
533
-109
| -17% | -$63.5K | 0.15% | 164 |
|
|
2024
Q2 | $344K | Sell |
642
-64
| -9% | -$34.3K | 0.19% | 138 |
|
|
2024
Q1 | $388K | Buy |
+706
| New | +$388K | 0.21% | 127 |
|