FW
Fairway Wealth’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 | $20.6M | Buy |
33,106
+361
| +1% | +$224K | 6.57% | 5 |
|
|
2025
Q1 | $18.4M | Buy |
32,745
+2,862
| +10% | +$1.61M | 6.8% | 3 |
|
|
2024
Q4 | $17.6M | Sell |
29,883
-596
| -2% | -$351K | 7.92% | 3 |
|
|
2024
Q3 | $17.6M | Buy |
30,479
+2,288
| +8% | +$1.32M | 8.93% | 2 |
|
|
2024
Q2 | $15.4M | Buy |
28,191
+80
| +0.3% | +$43.8K | 9.09% | 2 |
|
|
2024
Q1 | $14.8M | Buy |
28,111
+202
| +0.7% | +$106K | 10.02% | 1 |
|
|
2023
Q4 | $13.3M | Buy |
+27,909
| New | +$13.3M | 10.2% | 1 |
|