IWA
IVC Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Buy |
1,133
+1
| +0.1% | +$618 | 0.34% | 58 |
|
|
2025
Q1 | $633K | Hold |
1,132
| – | – | 0.34% | 62 |
|
|
2024
Q4 | $663K | Sell |
1,132
-4
| -0.4% | -$2.34K | 0.37% | 58 |
|
|
2024
Q3 | $652K | Buy |
1,136
+1
| +0.1% | +$574 | 0.36% | 65 |
|
|
2024
Q2 | $618K | Buy |
1,135
+3
| +0.3% | +$1.63K | 0.35% | 66 |
|
|
2024
Q1 | $592K | Buy |
1,132
+40
| +4% | +$20.9K | 0.34% | 68 |
|
|
2023
Q4 | $519K | Sell |
1,092
-40
| -4% | -$19K | 0.32% | 73 |
|
|
2023
Q3 | $484K | Hold |
1,132
| – | – | 0.32% | 76 |
|
|
2023
Q2 | $502K | Hold |
1,132
| – | – | 0.32% | 77 |
|
|
2023
Q1 | $463K | Buy |
1,132
+1
| +0.1% | +$409 | 0.33% | 74 |
|
|
2022
Q4 | $433K | Hold |
1,131
| – | – | 0.32% | 81 |
|
|
2022
Q3 | $404K | Hold |
1,131
| – | – | 0.33% | 73 |
|
|
2022
Q2 | $427K | Buy |
1,131
+1
| +0.1% | +$378 | 0.33% | 73 |
|
|
2022
Q1 | $511K | Hold |
1,130
| – | – | 0.34% | 73 |
|
|
2021
Q4 | $537K | Buy |
1,130
+475
| +73% | +$226K | 0.35% | 74 |
|
|
2021
Q3 | $281K | Hold |
655
| – | – | 0.19% | 110 |
|
|
2021
Q2 | $280K | Buy |
655
+1
| +0.2% | +$427 | 0.2% | 112 |
|
|
2021
Q1 | $259K | Sell |
654
-15
| -2% | -$5.94K | 0.2% | 102 |
|
|
2020
Q4 | $250K | Buy |
+669
| New | +$250K | 0.24% | 100 |
|