DWM
Dogwood 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 | $5.47M | Sell |
8,773
-988
| -10% | -$616K | 2.67% | 12 |
|
|
2025
Q1 | $5.48M | Sell |
9,761
-2,700
| -22% | -$1.52M | 2.88% | 12 |
|
|
2024
Q4 | $7.34M | Hold |
12,461
| – | – | 3.88% | 6 |
|
|
2024
Q3 | $7.19M | Hold |
12,461
| – | – | 4.13% | 5 |
|
|
2024
Q2 | $6.82M | Sell |
12,461
-5
| -0% | -$2.74K | 4.2% | 5 |
|
|
2024
Q1 | $6.55M | Hold |
12,466
| – | – | 4.43% | 5 |
|
|
2023
Q4 | $5.95M | Buy |
+12,466
| New | +$5.95M | 4.65% | 4 |
|