GWWM
IVV icon

Great Waters Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Great Waters Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Buy
1,348
+31
+2% +$22.6K 0.09% 46
2026
Q1 		$860K Buy
1,317
+6
+0.5% +$4.1K 0.09% 45
2025
Q4 		$898K Sell
1,311
-73
-5% -$49.6K 0.1% 45
2025
Q3 		$926K Buy
1,384
+128
+10% +$82.4K 0.11% 43
2025
Q2 		$780K Buy
1,256
+1
+0.1% +$574 0.1% 47
2025
Q1 		$705K Sell
1,255
-102
-8% -$60.2K 0.1% 49
2024
Q4 		$799K Buy
1,357
+31
+2% +$18.3K 0.1% 50
2024
Q3 		$765K Buy
1,326
+2
+0.2% +$1.11K 0.1% 54
2024
Q2 		$725K Buy
1,324
+1
+0.1% +$526 0.11% 52
2024
Q1 		$695K Sell
1,323
-3
-0.2% -$1.5K 0.11% 52
2023
Q4 		$625K Buy
1,326
+22
+2% +$9.85K 0.11% 55
2023
Q3 		$563K Buy
1,304
+2
+0.2% +$895 0.11% 55
2023
Q2 		$580K Sell
1,302
-1
-0.1% -$421 0.12% 56
2023
Q1 		$539K Hold
1,303
– – 0.11% 57
2022
Q4 		$524K Buy
+1,303
New +$503K 0.11% 58

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FHB
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FCBT
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