GWWM
Great Waters 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 | $780K | Buy |
1,256
+1
| +0.1% | +$621 | 0.1% | 47 |
|
|
2025
Q1 | $705K | Sell |
1,255
-102
| -8% | -$57.3K | 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% | +$1.15K | 0.1% | 54 |
|
|
2024
Q2 | $725K | Buy |
1,324
+1
| +0.1% | +$547 | 0.11% | 52 |
|
|
2024
Q1 | $695K | Sell |
1,323
-3
| -0.2% | -$1.58K | 0.11% | 52 |
|
|
2023
Q4 | $625K | Buy |
1,326
+22
| +2% | +$10.4K | 0.11% | 55 |
|
|
2023
Q3 | $563K | Buy |
1,304
+2
| +0.2% | +$863 | 0.11% | 55 |
|
|
2023
Q2 | $580K | Sell |
1,302
-1
| -0.1% | -$446 | 0.12% | 56 |
|
|
2023
Q1 | $539K | Hold |
1,303
| – | – | 0.11% | 57 |
|
|
2022
Q4 | $524K | Buy |
+1,303
| New | +$524K | 0.11% | 58 |
|