GWMR
GC Wealth Management RIA’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 | $7.49M | Buy |
12,068
+7,434
| +160% | +$4.62M | 0.61% | 29 |
|
|
2025
Q1 | $2.6M | Buy |
4,634
+10
| +0.2% | +$5.62K | 0.48% | 49 |
|
|
2024
Q4 | $2.72M | Buy |
4,624
+10
| +0.2% | +$5.89K | 0.48% | 47 |
|
|
2024
Q3 | $2.66M | Buy |
4,614
+48
| +1% | +$27.7K | 0.46% | 45 |
|
|
2024
Q2 | $2.5M | Buy |
4,566
+416
| +10% | +$228K | 0.49% | 40 |
|
|
2024
Q1 | $2.18M | Buy |
4,150
+1,100
| +36% | +$578K | 0.44% | 43 |
|
|
2023
Q4 | $1.46M | Buy |
+3,050
| New | +$1.46M | 0.66% | 39 |
|