DW30
Drucker Wealth 3.0’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 | $364K | Sell |
581
-51
| -8% | -$32K | 0.07% | 173 |
|
|
2025
Q1 | $355K | Sell |
632
-98
| -13% | -$55.1K | 0.08% | 131 |
|
|
2024
Q4 | $430K | Sell |
730
-302
| -29% | -$178K | 0.1% | 119 |
|
|
2024
Q3 | $595K | Sell |
1,032
-279
| -21% | -$161K | 0.14% | 103 |
|
|
2024
Q2 | $717K | Buy |
+1,311
| New | +$717K | 0.19% | 91 |
|