GWM
Global 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 | $20.2M | Buy |
32,234
+456
| +1% | +$286K | 11.1% | 4 |
|
|
2025
Q1 | $17.9M | Sell |
31,778
-225
| -0.7% | -$126K | 10.3% | 5 |
|
|
2024
Q4 | $18.8M | Buy |
32,003
+1,553
| +5% | +$914K | 12.03% | 3 |
|
|
2024
Q3 | $17.6M | Buy |
+30,450
| New | +$17.6M | 11.88% | 3 |
|