KWM
Kolinsky 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $701K | Buy |
1,191
+352
| +42% | +$207K | 0.43% | 40 |
|
|
2024
Q3 | $484K | Sell |
839
-885
| -51% | -$511K | 0.31% | 71 |
|
|
2024
Q2 | $943K | Sell |
1,724
-1,326
| -43% | -$726K | 0.68% | 25 |
|
|
2024
Q1 | $1.6M | Buy |
3,050
+1,344
| +79% | +$707K | 1.23% | 14 |
|
|
2023
Q4 | $815K | Buy |
1,706
+241
| +16% | +$115K | 0.72% | 22 |
|
|
2023
Q3 | $629K | Buy |
1,465
+80
| +6% | +$34.4K | 0.62% | 28 |
|
|
2023
Q2 | $610K | Buy |
+1,385
| New | +$610K | 0.58% | 28 |
|
|
2022
Q2 | – | Sell |
-460
| Closed | -$209K | – | 134 |
|
|
2022
Q1 | $209K | Buy |
+460
| New | +$209K | 0.21% | 128 |
|