IWP
IAG Wealth Partners’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 | $27.1M | Buy |
43,646
+3,338
| +8% | +$2.07M | 3.59% | 6 |
|
|
2025
Q1 | $22.6M | Sell |
40,308
-1,044
| -3% | -$587K | 3.52% | 8 |
|
|
2024
Q4 | $24.3M | Sell |
41,352
-1,199
| -3% | -$706K | 4.29% | 7 |
|
|
2024
Q3 | $24.5M | Sell |
42,551
-1,020
| -2% | -$588K | 4.54% | 7 |
|
|
2024
Q2 | $23.8M | Sell |
43,571
-243
| -0.6% | -$133K | 4.79% | 6 |
|
|
2024
Q1 | $23M | Sell |
43,814
-2,297
| -5% | -$1.21M | 4.95% | 7 |
|
|
2023
Q4 | $22M | Sell |
46,111
-2,230
| -5% | -$1.07M | 5.03% | 7 |
|
|
2023
Q3 | $20.8M | Sell |
48,341
-1,940
| -4% | -$833K | 5.79% | 6 |
|
|
2023
Q2 | $22.4M | Sell |
50,281
-1,607
| -3% | -$716K | 5.92% | 6 |
|
|
2023
Q1 | $21.3M | Sell |
51,888
-1,977
| -4% | -$813K | 5.92% | 6 |
|
|
2022
Q4 | $20.7M | Buy |
53,865
+880
| +2% | +$338K | 6.1% | 5 |
|
|
2022
Q3 | $19M | Sell |
52,985
-2,437
| -4% | -$874K | 6.31% | 5 |
|
|
2022
Q2 | $21M | Buy |
55,422
+947
| +2% | +$359K | 6.88% | 4 |
|
|
2022
Q1 | $24.7M | Sell |
54,475
-2,016
| -4% | -$915K | 7.78% | 4 |
|
|
2021
Q4 | $26.9M | Sell |
56,491
-3,546
| -6% | -$1.69M | 8.64% | 3 |
|
|
2021
Q3 | $25.9M | Sell |
60,037
-7,384
| -11% | -$3.18M | 9.2% | 3 |
|
|
2021
Q2 | $29M | Sell |
67,421
-2,502
| -4% | -$1.08M | 10.4% | 2 |
|
|
2021
Q1 | $27.8M | Sell |
69,923
-1,661
| -2% | -$661K | 10.61% | 1 |
|
|
2020
Q4 | $26.9M | Sell |
71,584
-3,046
| -4% | -$1.14M | 10.97% | 1 |
|
|
2020
Q3 | $25.1M | Sell |
74,630
-2,345
| -3% | -$788K | 11.57% | 1 |
|
|
2020
Q2 | $23.8M | Sell |
76,975
-750
| -1% | -$232K | 11.55% | 1 |
|
|
2020
Q1 | $20.1M | Sell |
77,725
-667
| -0.9% | -$172K | 13.4% | 1 |
|
|
2019
Q4 | $25.3M | Buy |
+78,392
| New | +$25.3M | 16.55% | 1 |
|