CWM
Certus 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 | $7.8M | Sell |
12,563
-181
| -1% | -$112K | 5.02% | 7 |
|
|
2025
Q1 | $7.46M | Buy |
12,744
+117
| +0.9% | +$68.5K | 5.07% | 6 |
|
|
2024
Q4 | $7.67M | Sell |
12,627
-30
| -0.2% | -$18.2K | 5.14% | 8 |
|
|
2024
Q3 | $7.3M | Buy |
12,657
+2,279
| +22% | +$1.31M | 5.08% | 7 |
|
|
2024
Q2 | $5.68M | Sell |
10,378
-1,214
| -10% | -$664K | 4.31% | 8 |
|
|
2024
Q1 | $5.96M | Buy |
11,592
+188
| +2% | +$96.6K | 4.74% | 6 |
|
|
2023
Q4 | $5.45M | Buy |
11,404
+1,129
| +11% | +$539K | 4.62% | 5 |
|
|
2023
Q3 | $4.41M | Buy |
10,275
+742
| +8% | +$319K | 4.22% | 7 |
|
|
2023
Q2 | $4.25M | Buy |
+9,533
| New | +$4.25M | 4.22% | 6 |
|