BWM
Buska 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
Q2 | $60.3M | Buy |
97,093
+1,170
| +1% | +$726K | 16.47% | 1 |
|
|
2025
Q1 | $53.9M | Buy |
95,923
+2,262
| +2% | +$1.27M | 16.89% | 1 |
|
|
2024
Q4 | $55.1M | Buy |
93,661
+5,499
| +6% | +$3.24M | 17.65% | 1 |
|
|
2024
Q3 | $50.9M | Buy |
88,162
+6,717
| +8% | +$3.87M | 17.74% | 1 |
|
|
2024
Q2 | $44.6M | Buy |
81,445
+5,859
| +8% | +$3.21M | 17.77% | 1 |
|
|
2024
Q1 | $39.7M | Buy |
+75,586
| New | +$39.7M | 17.42% | 1 |
|