DWM
Diversify 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 | $1.45M | Sell |
2,244
-44
| -2% | -$28.4K | 0.09% | 216 |
|
|
2025
Q1 | $1.27M | Sell |
2,288
-474
| -17% | -$264K | 0.09% | 212 |
|
|
2024
Q4 | $1.61M | Buy |
2,762
+260
| +10% | +$152K | 0.13% | 173 |
|
|
2024
Q3 | $1.45M | Sell |
2,502
-228
| -8% | -$132K | 0.14% | 160 |
|
|
2024
Q2 | $1.42M | Buy |
+2,730
| New | +$1.42M | 0.18% | 125 |
|