IWP
Insight 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 | $431K | Hold |
694
| – | – | 0.17% | 73 |
|
|
2025
Q1 | $390K | Hold |
694
| – | – | 0.06% | 75 |
|
|
2024
Q4 | $409K | Hold |
694
| – | – | 0.06% | 69 |
|
|
2024
Q3 | $400K | Hold |
694
| – | – | 0.08% | 73 |
|
|
2024
Q2 | $380K | Hold |
694
| – | – | 0.07% | 69 |
|
|
2024
Q1 | $365K | Hold |
694
| – | – | 0.06% | 67 |
|
|
2023
Q4 | $331K | Hold |
694
| – | – | 0.06% | 59 |
|
|
2023
Q3 | $298K | Hold |
694
| – | – | 0.06% | 59 |
|
|
2023
Q2 | $309K | Buy |
+694
| New | +$309K | 0.07% | 56 |
|