CTWM
Cherry Tree 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 | $14.3M | Sell |
22,987
-118
| -0.5% | -$73.3K | 3.32% | 6 |
|
|
2025
Q1 | $13M | Buy |
23,105
+1,090
| +5% | +$612K | 3.13% | 6 |
|
|
2024
Q4 | $13M | Sell |
22,015
-935
| -4% | -$550K | 3.21% | 5 |
|
|
2024
Q3 | $13.2M | Sell |
22,950
-204
| -0.9% | -$118K | 3.14% | 6 |
|
|
2024
Q2 | $12.7M | Buy |
23,154
+215
| +0.9% | +$118K | 3.18% | 6 |
|
|
2024
Q1 | $12.1M | Sell |
22,939
-526
| -2% | -$277K | 3.03% | 7 |
|
|
2023
Q4 | $11.2M | Sell |
23,465
-285
| -1% | -$136K | 2.99% | 7 |
|
|
2023
Q3 | $10.2M | Sell |
23,750
-745
| -3% | -$320K | 2.99% | 9 |
|
|
2023
Q2 | $10.9M | Buy |
+24,495
| New | +$10.9M | 3.18% | 6 |
|