BWS
Buck Wealth Strategies’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 | $57.9M | Buy |
93,280
+12,087
| +15% | +$7.5M | 8.82% | 1 |
|
|
2025
Q1 | $45.6M | Buy |
81,193
+37,542
| +86% | +$21.1M | 8.29% | 1 |
|
|
2024
Q4 | $25.7M | Buy |
43,651
+17,642
| +68% | +$10.4M | 5.34% | 1 |
|
|
2024
Q3 | $15M | Sell |
26,009
-1,481
| -5% | -$854K | 4.72% | 1 |
|
|
2024
Q2 | $15M | Buy |
27,490
+26,451
| +2,546% | +$14.5M | 4.44% | 1 |
|
|
2024
Q1 | $546K | Sell |
1,039
-24,634
| -96% | -$13M | 0.19% | 55 |
|
|
2023
Q4 | $12.3M | Sell |
25,673
-3
| -0% | -$1.43K | 4.54% | 1 |
|
|
2023
Q3 | $11M | Buy |
+25,676
| New | +$11M | 4.43% | 1 |
|
|
2022
Q3 | $10.4M | Buy |
+24,229
| New | +$10.4M | 4.87% | 1 |
|