IPW
IronBridge Private Wealth’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
Q1 | $1.03M | Sell |
1,825
-4
| -0.2% | -$2.25K | 0.4% | 33 |
|
|
2024
Q4 | $1.08M | Hold |
1,829
| – | – | 0.4% | 34 |
|
|
2024
Q3 | $1.05M | Hold |
1,829
| – | – | 0.39% | 34 |
|
|
2024
Q2 | $1M | Hold |
1,829
| – | – | 0.37% | 33 |
|
|
2024
Q1 | $961K | Buy |
1,829
+724
| +66% | +$381K | 0.4% | 34 |
|
|
2023
Q4 | $528K | Buy |
+1,105
| New | +$528K | 0.26% | 34 |
|
|
2022
Q1 | – | Sell |
-125
| Closed | -$60K | – | 163 |
|
|
2021
Q4 | $60K | Buy |
125
+121
| +3,025% | +$58.1K | 0.03% | 65 |
|
|
2021
Q3 | $2K | Sell |
4
-56,947
| -100% | -$28.5M | ﹤0.01% | 247 |
|
|
2021
Q2 | $24.5M | Buy |
56,951
+56,947
| +1,423,675% | +$24.5M | 14.43% | 1 |
|
|
2021
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 250 |
|
|
2020
Q4 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 228 |
|