KSWA
Kathleen S. Wright Associates’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 | $2.83M | Buy |
4,558
+3
| +0.1% | +$1.86K | 1.1% | 22 |
|
|
2025
Q1 | $2.56M | Sell |
4,555
-111
| -2% | -$62.4K | 1.06% | 24 |
|
|
2024
Q4 | $2.75M | Buy |
4,666
+97
| +2% | +$57.1K | 1.14% | 21 |
|
|
2024
Q3 | $2.64M | Sell |
4,569
-58
| -1% | -$33.5K | 1.09% | 21 |
|
|
2024
Q2 | $2.53M | Sell |
4,627
-117
| -2% | -$64K | 1.16% | 22 |
|
|
2024
Q1 | $2.49M | Buy |
4,744
+30
| +0.6% | +$15.8K | 1.18% | 21 |
|
|
2023
Q4 | $2.25M | Buy |
4,714
+207
| +5% | +$98.9K | 1.15% | 20 |
|
|
2023
Q3 | $1.94M | Buy |
4,507
+2
| +0% | +$859 | 1.08% | 24 |
|
|
2023
Q2 | $2.01M | Sell |
4,505
-52
| -1% | -$23.2K | 1.28% | 21 |
|
|
2023
Q1 | $1.87M | Buy |
4,557
+59
| +1% | +$24.3K | 1.23% | 23 |
|
|
2022
Q4 | $1.73M | Sell |
4,498
-25
| -0.6% | -$9.6K | 1.17% | 25 |
|
|
2022
Q3 | $1.62M | Buy |
4,523
+25
| +0.6% | +$8.97K | 1.32% | 23 |
|
|
2022
Q2 | $1.71M | Buy |
4,498
+477
| +12% | +$181K | 1.43% | 23 |
|
|
2022
Q1 | $1.82M | Buy |
4,021
+388
| +11% | +$176K | 1.33% | 22 |
|
|
2021
Q4 | $1.73M | Buy |
+3,633
| New | +$1.73M | 1.28% | 23 |
|