CWP
Core Wealth Partners’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 | $478K | Buy |
770
+1
| +0.1% | +$621 | 0.24% | 87 |
|
|
2025
Q1 | $432K | Buy |
769
+1
| +0.1% | +$562 | 0.25% | 94 |
|
|
2024
Q4 | $452K | Buy |
768
+11
| +1% | +$6.48K | 0.26% | 87 |
|
|
2024
Q3 | $437K | Buy |
757
+1
| +0.1% | +$577 | 0.26% | 87 |
|
|
2024
Q2 | $414K | Buy |
756
+1
| +0.1% | +$547 | 0.28% | 78 |
|
|
2024
Q1 | $397K | Buy |
755
+1
| +0.1% | +$526 | 0.3% | 71 |
|
|
2023
Q4 | $360K | Buy |
754
+2
| +0.3% | +$956 | 0.3% | 68 |
|
|
2023
Q3 | $323K | Hold |
752
| – | – | 0.29% | 71 |
|
|
2023
Q2 | $335K | Buy |
752
+1
| +0.1% | +$445 | 0.31% | 72 |
|
|
2023
Q1 | $309K | Buy |
+751
| New | +$309K | 0.31% | 69 |
|