CWP
Cyndeo 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 | $14.6M | Sell |
23,529
-1,586
| -6% | -$985K | 0.87% | 29 |
|
|
2025
Q1 | $14.1M | Buy |
25,115
+697
| +3% | +$392K | 0.93% | 27 |
|
|
2024
Q4 | $14.4M | Buy |
24,418
+1,621
| +7% | +$954K | 0.97% | 24 |
|
|
2024
Q3 | $13.1M | Buy |
22,797
+1,083
| +5% | +$625K | 0.92% | 26 |
|
|
2024
Q2 | $11.9M | Buy |
21,714
+3,160
| +17% | +$1.73M | 0.93% | 23 |
|
|
2024
Q1 | $9.75M | Buy |
18,554
+4,073
| +28% | +$2.14M | 0.81% | 27 |
|
|
2023
Q4 | $6.92M | Buy |
14,481
+7,280
| +101% | +$3.48M | 0.64% | 38 |
|
|
2023
Q3 | $3.09M | Buy |
7,201
+6,510
| +942% | +$2.8M | 0.32% | 100 |
|
|
2023
Q2 | $308K | Buy |
691
+21
| +3% | +$9.36K | 0.03% | 264 |
|
|
2023
Q1 | $275K | Sell |
670
-41
| -6% | -$16.9K | 0.03% | 275 |
|
|
2022
Q4 | $273K | Buy |
+711
| New | +$273K | 0.03% | 266 |
|