IWM
Iams 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 | – | Sell |
-1,382
| Closed | -$777K | – | 180 |
|
|
2025
Q1 | $777K | Buy |
1,382
+90
| +7% | +$50.6K | 0.36% | 82 |
|
|
2024
Q4 | $761K | Buy |
1,292
+36
| +3% | +$21.2K | 0.35% | 81 |
|
|
2024
Q3 | $724K | Buy |
1,256
+114
| +10% | +$65.8K | 0.36% | 81 |
|
|
2024
Q2 | $625K | Buy |
1,142
+59
| +5% | +$32.3K | 0.34% | 80 |
|
|
2024
Q1 | $551K | Sell |
1,083
-1,382
| -56% | -$703K | 0.34% | 79 |
|
|
2023
Q4 | $1.18M | Sell |
2,465
-905
| -27% | -$432K | 0.76% | 45 |
|
|
2023
Q3 | $1.45M | Buy |
+3,370
| New | +$1.45M | 1% | 35 |
|
|
2023
Q2 | – | Sell |
-1,832
| Closed | -$744K | – | 80 |
|
|
2023
Q1 | $744K | Buy |
1,832
+431
| +31% | +$175K | 0.62% | 56 |
|
|
2022
Q4 | $538K | Buy |
+1,401
| New | +$538K | 0.55% | 63 |
|