DWS
Discipline Wealth Solutions’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 | $3.14M | Buy |
5,056
+501
| +11% | +$311K | 1.2% | 16 |
|
|
2025
Q1 | $2.56M | Sell |
4,555
-99
| -2% | -$55.6K | 1.22% | 15 |
|
|
2024
Q4 | $2.74M | Buy |
4,654
+99
| +2% | +$58.3K | 1.27% | 15 |
|
|
2024
Q3 | $2.63M | Buy |
4,555
+4,172
| +1,089% | +$2.41M | 1.39% | 13 |
|
|
2024
Q2 | $210K | Buy |
+383
| New | +$210K | 0.17% | 27 |
|