CWM
ClientFirst 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 | $1.48M | Hold |
2,391
| – | – | 1.52% | 11 |
|
|
2025
Q1 | $1.34M | Hold |
2,391
| – | – | 1.52% | 11 |
|
|
2024
Q4 | $1.41M | Buy |
+2,391
| New | +$1.41M | 1.42% | 11 |
|
|
2023
Q3 | $1.05M | Hold |
2,391
| – | – | 1.27% | 11 |
|
|
2023
Q2 | $1.08M | Hold |
2,391
| – | – | 1.28% | 11 |
|
|
2023
Q1 | $980K | Hold |
2,391
| – | – | 1.31% | 11 |
|
|
2022
Q4 | $919K | Hold |
2,391
| – | – | 1.17% | 11 |
|
|
2022
Q3 | $948K | Hold |
2,391
| – | – | 1.18% | 12 |
|
|
2022
Q2 | $907K | Hold |
2,391
| – | – | 1.38% | 13 |
|
|
2022
Q1 | $1.09M | Hold |
2,391
| – | – | 1% | 14 |
|
|
2021
Q4 | $1.1M | Buy |
+2,391
| New | +$1.1M | 0.98% | 14 |
|