CWIG
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Chung Wu Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Chung Wu Investment Group’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.9M Sell
15,940
-2,310
-13% -$1.43M 10.32% 1
2025
Q1 		$10.3M Sell
18,250
-432
-2% -$243K 12.26% 1
2024
Q4 		$11M Buy
+18,682
New +$11M 11.08% 1