GWA
GGM 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
Q1 | $490K | Buy |
886
+5
| +0.6% | +$2.77K | 0.27% | 75 |
|
|
2024
Q4 | $519K | Sell |
881
-11
| -1% | -$6.47K | 0.27% | 72 |
|
|
2024
Q3 | $514K | Sell |
892
-31
| -3% | -$17.9K | 0.22% | 78 |
|
|
2024
Q2 | $505K | Buy |
923
+48
| +5% | +$26.3K | 0.23% | 77 |
|
|
2024
Q1 | $457K | Buy |
875
+146
| +20% | +$76.2K | 0.21% | 80 |
|
|
2023
Q4 | $357K | Hold |
729
| – | – | 0.15% | 100 |
|
|
2023
Q3 | $315K | Hold |
729
| – | – | 0.14% | 104 |
|
|
2023
Q2 | $324K | Buy |
+729
| New | +$324K | 0.13% | 105 |
|
|
2023
Q1 | – | Sell |
-680
| Closed | -$265K | – | 96 |
|
|
2022
Q4 | $265K | Buy |
680
+126
| +23% | +$49.1K | 0.14% | 106 |
|
|
2022
Q3 | $214K | Hold |
554
| – | – | 0.12% | 126 |
|
|
2022
Q2 | $212K | Sell |
554
-66
| -11% | -$25.3K | 0.12% | 123 |
|
|
2022
Q1 | $277K | Buy |
+620
| New | +$277K | 0.14% | 120 |
|