FWM
Finer 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
Q2 | $429K | Sell |
691
-49
| -7% | -$30.4K | 0.23% | 58 |
|
|
2025
Q1 | $416K | Hold |
740
| – | – | 0.25% | 60 |
|
|
2024
Q4 | $436K | Sell |
740
-83
| -10% | -$48.9K | 0.25% | 60 |
|
|
2024
Q3 | $475K | Hold |
823
| – | – | 0.29% | 57 |
|
|
2024
Q2 | $450K | Sell |
823
-30
| -4% | -$16.4K | 0.29% | 56 |
|
|
2024
Q1 | $448K | Hold |
853
| – | – | 0.29% | 57 |
|
|
2023
Q4 | $407K | Sell |
853
-113
| -12% | -$54K | 0.3% | 58 |
|
|
2023
Q3 | $415K | Sell |
966
-116
| -11% | -$49.8K | 0.33% | 53 |
|
|
2023
Q2 | $482K | Buy |
1,082
+122
| +13% | +$54.4K | 0.38% | 53 |
|
|
2023
Q1 | $395K | Buy |
960
+109
| +13% | +$44.8K | 0.33% | 58 |
|
|
2022
Q4 | $327K | Sell |
851
-15
| -2% | -$5.76K | 0.31% | 63 |
|
|
2022
Q3 | $311K | Hold |
866
| – | – | 0.31% | 64 |
|
|
2022
Q2 | $328K | Sell |
866
-52
| -6% | -$19.7K | 0.3% | 67 |
|
|
2022
Q1 | $416K | Hold |
918
| – | – | 0.34% | 58 |
|
|
2021
Q4 | $438K | Buy |
+918
| New | +$438K | 0.36% | 56 |
|