IWM
Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $4.19M | Buy |
17,649
+3,031
| +21% | +$719K | 1.4% | 14 |
|
|
2016
Q4 | $3.29M | Buy |
14,618
+461
| +3% | +$104K | 1.23% | 18 |
|
|
2016
Q3 | $3.08M | Sell |
14,157
-389
| -3% | -$84.6K | 1.1% | 19 |
|
|
2016
Q2 | $3.06M | Buy |
14,546
+187
| +1% | +$39.4K | 1.18% | 15 |
|
|
2016
Q1 | $2.97M | Sell |
14,359
-1,064
| -7% | -$220K | 1.25% | 15 |
|
|
2015
Q4 | $3.16M | Buy |
15,423
+2,690
| +21% | +$551K | 1.36% | 16 |
|
|
2015
Q3 | $2.45M | Sell |
12,733
-183
| -1% | -$35.3K | 1.07% | 18 |
|
|
2015
Q2 | $2.68M | Sell |
12,916
-1,354
| -9% | -$281K | 1.04% | 19 |
|
|
2015
Q1 | $2.97M | Buy |
+14,270
| New | +$2.97M | 1.24% | 13 |
|