FWA
FSM 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 | $3.18M | Buy |
5,091
+525
| +11% | +$327K | 0.52% | 38 |
|
|
2025
Q1 | $2.57M | Sell |
4,566
-78
| -2% | -$43.8K | 0.58% | 31 |
|
|
2024
Q4 | $2.76M | Sell |
4,644
-18
| -0.4% | -$10.7K | 0.68% | 31 |
|
|
2024
Q3 | $2.69M | Buy |
4,662
+228
| +5% | +$132K | 0.71% | 30 |
|
|
2024
Q2 | $2.43M | Sell |
4,434
-3
| -0.1% | -$1.64K | 0.81% | 30 |
|
|
2024
Q1 | $2.33M | Sell |
4,437
-171
| -4% | -$89.9K | 0.83% | 27 |
|
|
2023
Q4 | $2.2M | Buy |
4,608
+6
| +0.1% | +$2.87K | 0.94% | 27 |
|
|
2023
Q3 | $1.98M | Sell |
4,602
-136
| -3% | -$58.4K | 0.99% | 27 |
|
|
2023
Q2 | $2.11M | Sell |
4,738
-1,240
| -21% | -$552K | 1.06% | 26 |
|
|
2023
Q1 | $2.46M | Sell |
5,978
-542
| -8% | -$223K | 1.43% | 18 |
|
|
2022
Q4 | $2.5M | Buy |
6,520
+99
| +2% | +$38K | 1.78% | 15 |
|
|
2022
Q3 | $2.3M | Buy |
6,421
+1,631
| +34% | +$585K | 1.91% | 11 |
|
|
2022
Q2 | $1.99M | Buy |
+4,790
| New | +$1.99M | 1.97% | 14 |
|