EWS
Evergreen 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 | $2.39M | Buy |
3,843
+3,185
| +484% | +$1.98M | 1.44% | 9 |
|
|
2025
Q1 | $370K | Buy |
658
+156
| +31% | +$87.7K | 0.25% | 75 |
|
|
2024
Q4 | $296K | Buy |
502
+96
| +24% | +$56.5K | 0.21% | 81 |
|
|
2024
Q3 | $234K | Buy |
406
+2
| +0.5% | +$1.15K | 0.16% | 98 |
|
|
2024
Q2 | $221K | Sell |
404
-19
| -4% | -$10.4K | 0.16% | 105 |
|
|
2024
Q1 | $222K | Sell |
423
-27
| -6% | -$14.2K | 0.16% | 108 |
|
|
2023
Q4 | $215K | Buy |
+450
| New | +$215K | 0.18% | 105 |
|
|
2023
Q3 | – | Sell |
-459
| Closed | -$205K | – | 109 |
|
|
2023
Q2 | $205K | Sell |
459
-424
| -48% | -$189K | 0.21% | 98 |
|
|
2023
Q1 | $363K | Buy |
+883
| New | +$363K | 0.42% | 71 |
|
|
2022
Q2 | – | Sell |
-468
| Closed | -$212K | – | 106 |
|
|
2022
Q1 | $212K | Buy |
468
+1
| +0.2% | +$453 | 0.21% | 92 |
|
|
2021
Q4 | $223K | Buy |
+467
| New | +$223K | 0.2% | 87 |
|