KNFPWM
Keeler & Nadler Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
513
+1
| +0.2% | +$621 | 0.13% | 57 |
|
|
2025
Q1 | $286K | Buy |
512
+2
| +0.4% | +$1.12K | 0.13% | 54 |
|
|
2024
Q4 | $300K | Buy |
510
+2
| +0.4% | +$1.18K | 0.14% | 55 |
|
|
2024
Q3 | $293K | Buy |
508
+2
| +0.4% | +$1.16K | 0.14% | 53 |
|
|
2024
Q2 | $277K | Buy |
506
+1
| +0.2% | +$548 | 0.15% | 51 |
|
|
2024
Q1 | $265K | Sell |
505
-251
| -33% | -$132K | 0.16% | 53 |
|
|
2023
Q4 | $361K | Buy |
+756
| New | +$361K | 0.26% | 41 |
|
|
2021
Q4 | $208K | Buy |
+437
| New | +$208K | 0.19% | 47 |
|