CWA
Clearview Wealth Advisors’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 | $744K | Sell |
1,198
-172
| -13% | -$107K | 0.52% | 41 |
|
|
2025
Q1 | $770K | Buy |
1,370
+1
| +0.1% | +$562 | 0.58% | 36 |
|
|
2024
Q4 | $806K | Sell |
1,369
-48
| -3% | -$28.3K | 0.61% | 38 |
|
|
2024
Q3 | $817K | Buy |
1,417
+2
| +0.1% | +$1.15K | 0.63% | 34 |
|
|
2024
Q2 | $774K | Sell |
1,415
-5
| -0.4% | -$2.74K | 0.68% | 34 |
|
|
2024
Q1 | $747K | Sell |
1,420
-218
| -13% | -$115K | 0.76% | 31 |
|
|
2023
Q4 | $782K | Buy |
1,638
+2
| +0.1% | +$955 | 0.91% | 38 |
|
|
2023
Q3 | $702K | Sell |
1,636
-49
| -3% | -$21K | 0.87% | 41 |
|
|
2023
Q2 | $751K | Sell |
1,685
-83
| -5% | -$37K | 0.76% | 38 |
|
|
2023
Q1 | $727K | Buy |
1,768
+3
| +0.2% | +$1.23K | 0.74% | 40 |
|
|
2022
Q4 | $678K | Buy |
1,765
+1
| +0.1% | +$384 | 0.52% | 48 |
|
|
2022
Q3 | $633K | Sell |
1,764
-10
| -0.6% | -$3.59K | 0.5% | 37 |
|
|
2022
Q2 | $673K | Sell |
1,774
-94
| -5% | -$35.7K | 0.5% | 37 |
|
|
2022
Q1 | $848K | Buy |
1,868
+161
| +9% | +$73.1K | 0.56% | 31 |
|
|
2021
Q4 | $814K | Sell |
1,707
-17
| -1% | -$8.11K | 0.5% | 47 |
|
|
2021
Q3 | $743K | Buy |
1,724
+3
| +0.2% | +$1.29K | 0.47% | 48 |
|
|
2021
Q2 | $740K | Sell |
1,721
-1,438
| -46% | -$618K | 0.46% | 48 |
|
|
2021
Q1 | $1.26M | Buy |
3,159
+430
| +16% | +$171K | 0.82% | 28 |
|
|
2020
Q4 | $1.02M | Buy |
+2,729
| New | +$1.02M | 0.69% | 34 |
|