GWM
GDS 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 | $3.86M | Buy |
6,224
+85
| +1% | +$52.8K | 0.28% | 77 |
|
|
2025
Q1 | $3.45M | Sell |
6,139
-27,608
| -82% | -$15.5M | 0.29% | 77 |
|
|
2024
Q4 | $19.9M | Sell |
33,747
-1,623
| -5% | -$955K | 1.81% | 14 |
|
|
2024
Q3 | $20.4M | Buy |
35,370
+1,631
| +5% | +$941K | 1.99% | 12 |
|
|
2024
Q2 | $18.5M | Sell |
33,739
-24,482
| -42% | -$13.4M | 2.03% | 15 |
|
|
2024
Q1 | $30.6M | Sell |
58,221
-686
| -1% | -$361K | 3.58% | 3 |
|
|
2023
Q4 | $28.1M | Buy |
58,907
+141
| +0.2% | +$67.3K | 3.79% | 3 |
|
|
2023
Q3 | $25.2M | Buy |
58,766
+1,694
| +3% | +$727K | 3.97% | 5 |
|
|
2023
Q2 | $25.4M | Buy |
57,072
+1,511
| +3% | +$673K | 4.13% | 4 |
|
|
2023
Q1 | $22.8M | Sell |
55,561
-4,527
| -8% | -$1.86M | 4.04% | 5 |
|
|
2022
Q4 | $23.1M | Sell |
60,088
-40,317
| -40% | -$15.5M | 4.41% | 4 |
|
|
2022
Q3 | $36M | Buy |
100,405
+5,527
| +6% | +$1.98M | 8.02% | 2 |
|
|
2022
Q2 | $36M | Buy |
94,878
+6,164
| +7% | +$2.34M | 8.06% | 2 |
|
|
2022
Q1 | $39M | Buy |
88,714
+1,779
| +2% | +$783K | 8.59% | 2 |
|
|
2021
Q4 | $41.5M | Buy |
+86,935
| New | +$41.5M | 9.27% | 1 |
|