GWA
Gratus 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
Q2 | $2.97M | Sell |
4,789
-33
| -0.7% | -$20.5K | 0.45% | 25 |
|
|
2025
Q1 | $2.71M | Sell |
4,822
-55
| -1% | -$30.9K | 0.44% | 24 |
|
|
2024
Q4 | $2.87M | Sell |
4,877
-23
| -0.5% | -$13.5K | 0.46% | 26 |
|
|
2024
Q3 | $2.8M | Buy |
4,900
+16
| +0.3% | +$9.13K | 0.46% | 28 |
|
|
2024
Q2 | $2.7M | Sell |
4,884
-12
| -0.2% | -$6.62K | 0.46% | 29 |
|
|
2024
Q1 | $2.46M | Buy |
4,896
+375
| +8% | +$188K | 0.45% | 30 |
|
|
2023
Q4 | $2.16M | Buy |
+4,521
| New | +$2.16M | 0.43% | 33 |
|