EWA
Etesian Wealth Advisors’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 | $11.4M | Buy |
18,365
+1,113
| +6% | +$691K | 4.25% | 6 |
|
|
2025
Q1 | $9.69M | Buy |
17,252
+2,375
| +16% | +$1.33M | 4.18% | 4 |
|
|
2024
Q4 | $8.76M | Buy |
14,877
+2,454
| +20% | +$1.44M | 3.87% | 3 |
|
|
2024
Q3 | $7.17M | Buy |
12,423
+5,682
| +84% | +$3.28M | 3.24% | 7 |
|
|
2024
Q2 | $3.69M | Buy |
6,741
+3,958
| +142% | +$2.17M | 2.07% | 10 |
|
|
2024
Q1 | $1.46M | Sell |
2,783
-162
| -6% | -$85.2K | 0.84% | 39 |
|
|
2023
Q4 | $1.41M | Sell |
2,945
-78
| -3% | -$37.4K | 0.85% | 41 |
|
|
2023
Q3 | $1.3M | Sell |
3,023
-3
| -0.1% | -$1.29K | 0.87% | 41 |
|
|
2023
Q2 | $1.35M | Sell |
3,026
-32
| -1% | -$14.3K | 0.88% | 39 |
|
|
2023
Q1 | $1.26M | Sell |
3,058
-15
| -0.5% | -$6.17K | 0.84% | 43 |
|
|
2022
Q4 | $1.18M | Buy |
+3,073
| New | +$1.18M | 0.86% | 45 |
|