BP
BWM Planning’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 | $10M | Buy |
16,175
+53
| +0.3% | +$32.9K | 3.46% | 10 |
|
|
2025
Q1 | $9.06M | Sell |
16,122
-1,457
| -8% | -$819K | 3.83% | 8 |
|
|
2024
Q4 | $10.3M | Sell |
17,579
-1,843
| -9% | -$1.08M | 4.5% | 5 |
|
|
2024
Q3 | $11.2M | Buy |
+19,422
| New | +$11.2M | 4.97% | 3 |
|