GWM
Gitterman 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 | $4.6M | Buy |
7,414
+66
| +0.9% | +$41K | 1.07% | 12 |
|
|
2025
Q1 | $4.13M | Buy |
7,348
+2
| +0% | +$1.12K | 1.1% | 12 |
|
|
2024
Q4 | $4.32M | Buy |
7,346
+2
| +0% | +$1.18K | 1.81% | 7 |
|
|
2024
Q3 | $4.24M | Buy |
7,344
+127
| +2% | +$73.3K | 1.77% | 7 |
|
|
2024
Q2 | $3.95M | Buy |
7,217
+1
| +0% | +$547 | 1.52% | 7 |
|
|
2024
Q1 | $3.79M | Buy |
7,216
+2
| +0% | +$1.05K | 1.47% | 7 |
|
|
2023
Q4 | $3.45M | Buy |
7,214
+5
| +0.1% | +$2.39K | 1.53% | 5 |
|
|
2023
Q3 | $3.1M | Sell |
7,209
-834
| -10% | -$358K | 1.47% | 5 |
|
|
2023
Q2 | $3.58M | Sell |
8,043
-931
| -10% | -$415K | 1.67% | 5 |
|
|
2023
Q1 | $3.69M | Sell |
8,974
-405
| -4% | -$166K | 1.75% | 4 |
|
|
2022
Q4 | $3.6M | Sell |
9,379
-925
| -9% | -$355K | 1.8% | 4 |
|
|
2022
Q3 | $3.69M | Sell |
10,304
-5,244
| -34% | -$1.88M | 3.81% | 3 |
|
|
2022
Q2 | $5.9M | Sell |
15,548
-1,533
| -9% | -$581K | 5.51% | 2 |
|
|
2022
Q1 | $7.75M | Sell |
17,081
-2,945
| -15% | -$1.34M | 6.24% | 2 |
|
|
2021
Q4 | $9.55M | Sell |
20,026
-7,367
| -27% | -$3.51M | 7.09% | 2 |
|
|
2021
Q3 | $11.8M | Sell |
27,393
-4,520
| -14% | -$1.95M | 9.48% | 2 |
|
|
2021
Q2 | $13.7M | Sell |
31,913
-55,936
| -64% | -$24M | 11.11% | 2 |
|
|
2021
Q1 | $34.9M | Buy |
+87,849
| New | +$34.9M | 22.53% | 2 |
|