DWP
Destiny 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 | $1.4M | Sell |
2,257
-99
| -4% | -$61.5K | 0.19% | 71 |
|
|
2025
Q1 | $1.32M | Buy |
2,356
+1
| +0% | +$562 | 0.21% | 71 |
|
|
2024
Q4 | $1.39M | Buy |
2,355
+40
| +2% | +$23.5K | 0.23% | 72 |
|
|
2024
Q3 | $1.34M | Sell |
2,315
-98
| -4% | -$56.5K | 0.23% | 71 |
|
|
2024
Q2 | $1.32M | Sell |
2,413
-35
| -1% | -$19.2K | 0.24% | 70 |
|
|
2024
Q1 | $1.29M | Sell |
2,448
-3,282
| -57% | -$1.73M | 0.23% | 66 |
|
|
2023
Q4 | $2.69M | Sell |
5,730
-43
| -0.7% | -$20.2K | 0.51% | 56 |
|
|
2023
Q3 | $2.48M | Hold |
5,773
| – | – | 0.5% | 57 |
|
|
2023
Q2 | $2.62M | Sell |
5,773
-130
| -2% | -$59.1K | 0.5% | 58 |
|
|
2023
Q1 | $2.43M | Sell |
5,903
-2,927
| -33% | -$1.2M | 0.5% | 55 |
|
|
2022
Q4 | $3.39M | Sell |
8,830
-464
| -5% | -$178K | 0.73% | 46 |
|
|
2022
Q3 | $3.33M | Sell |
9,294
-265
| -3% | -$95K | 0.75% | 46 |
|
|
2022
Q2 | $3.62M | Sell |
9,559
-910
| -9% | -$345K | 0.8% | 42 |
|
|
2022
Q1 | $4.75M | Buy |
10,469
+5
| +0% | +$2.27K | 0.92% | 40 |
|
|
2021
Q4 | $4.99M | Sell |
10,464
-416
| -4% | -$198K | 0.96% | 41 |
|
|
2021
Q3 | $4.69M | Sell |
10,880
-3,390
| -24% | -$1.46M | 0.94% | 42 |
|
|
2021
Q2 | $6.14M | Buy |
14,270
+2,836
| +25% | +$1.22M | 1.17% | 29 |
|
|
2021
Q1 | $4.55M | Sell |
11,434
-6,265
| -35% | -$2.49M | 0.95% | 40 |
|
|
2020
Q4 | $6.64M | Buy |
+17,699
| New | +$6.64M | 1.39% | 21 |
|