CWA
CJM Wealth Advisers’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 | $250K | Sell |
403
-6
| -1% | -$3.72K | 0.08% | 60 |
|
|
2025
Q1 | $230K | Hold |
409
| – | – | 0.08% | 62 |
|
|
2024
Q4 | $241K | Hold |
409
| – | – | 0.08% | 61 |
|
|
2024
Q3 | $236K | Buy |
409
+11
| +3% | +$6.35K | 0.08% | 61 |
|
|
2024
Q2 | $218K | Hold |
398
| – | – | 0.08% | 58 |
|
|
2024
Q1 | $209K | Buy |
+398
| New | +$209K | 0.08% | 62 |
|