FNWM
Financial Network 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
Q1 | $5.27M | Sell |
9,384
-78
| -0.8% | -$43.8K | 1.86% | 12 |
|
|
2024
Q4 | $5.57M | Sell |
9,462
-20
| -0.2% | -$11.8K | 1.99% | 12 |
|
|
2024
Q3 | $5.47M | Sell |
9,482
-43
| -0.5% | -$24.8K | 1.96% | 12 |
|
|
2024
Q2 | $5.21M | Sell |
9,525
-57
| -0.6% | -$31.2K | 1.99% | 12 |
|
|
2024
Q1 | $4.98M | Sell |
9,582
-14,329
| -60% | -$7.45M | 2.36% | 12 |
|
|
2023
Q4 | $11.4M | Sell |
23,911
-461
| -2% | -$220K | 4.94% | 7 |
|
|
2023
Q3 | $10.5M | Sell |
24,372
-1,259
| -5% | -$540K | 5.11% | 6 |
|
|
2023
Q2 | $11.8M | Buy |
25,631
+1,387
| +6% | +$637K | 5.44% | 4 |
|
|
2023
Q1 | $9.97M | Sell |
24,244
-343
| -1% | -$141K | 4.93% | 6 |
|
|
2022
Q4 | $9.45M | Buy |
24,587
+38
| +0.2% | +$14.6K | 5.11% | 4 |
|
|
2022
Q3 | $8.8M | Sell |
24,549
-482
| -2% | -$173K | 5.49% | 7 |
|
|
2022
Q2 | $9.49M | Buy |
25,031
+461
| +2% | +$175K | 5.68% | 7 |
|
|
2022
Q1 | $11.1M | Buy |
24,570
+1,706
| +7% | +$774K | 5.82% | 4 |
|
|
2021
Q4 | $10.9M | Buy |
22,864
+2,010
| +10% | +$959K | 5.52% | 4 |
|
|
2021
Q3 | $8.98M | Buy |
20,854
+810
| +4% | +$349K | 5.14% | 6 |
|
|
2021
Q2 | $8.62M | Buy |
20,044
+2,026
| +11% | +$871K | 5.07% | 6 |
|
|
2021
Q1 | $7.17M | Buy |
18,018
+1,577
| +10% | +$627K | 4.68% | 7 |
|
|
2020
Q4 | $6.17M | Buy |
+16,441
| New | +$6.17M | 4.84% | 7 |
|