KWMG LLC’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.71M | Sell |
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|
2025
Q2 | $5.36M | Sell |
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|
2025
Q1 | $4.87M | Sell |
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|
2024
Q4 | $5.12M | Sell |
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|
2024
Q3 | $5.06M | Sell |
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|
2024
Q2 | $4.84M | Buy |
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|
2024
Q1 | $3.99M | Sell |
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|
2023
Q4 | $3.92M | Sell |
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|
2023
Q3 | $3.55M | Sell |
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|
2023
Q2 | $3.89M | Sell |
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|
2023
Q1 | $3.64M | Sell |
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|
2022
Q4 | $3.54M | Sell |
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|
2022
Q3 | $3.43M | Sell |
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|
2022
Q2 | $3.63M | Sell |
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|
2022
Q1 | $4.43M | Sell |
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|
2021
Q4 | $4.77M | Sell |
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|
2021
Q3 | $4.33M | Sell |
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|
2021
Q2 | $4.42M | Buy |
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|
2021
Q1 | $4.04M | Sell |
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|
2020
Q4 | $3.87M | Sell |
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|
2020
Q3 | $3.56M | Sell |
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|
2020
Q2 | $3.37M | Sell |
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|
2020
Q1 | $2.81M | Buy |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $873K | Sell |
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|
2019
Q2 | $1.53M | Sell |
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|
2019
Q1 | $1.54M | Sell |
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|
2018
Q4 | $2.99M | Sell |
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|
2018
Q3 | $4.14M | Sell |
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|
2018
Q2 | $4.09M | Sell |
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|
2018
Q1 | $4.15M | Sell |
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|
2017
Q4 | $4.36M | Sell |
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|
2017
Q3 | $4.29M | Sell |
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|
2017
Q2 | $4.21M | Sell |
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|
2017
Q1 | $4.21M | Sell |
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|
2016
Q4 | $5.11M | Sell |
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|
2016
Q3 | $5.15M | Sell |
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|
2016
Q2 | $4.99M | Buy |
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|
2016
Q1 | $4.01M | Buy |
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|
2015
Q4 | $3.91M | Sell |
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|
2015
Q3 | $3.69M | Buy |
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|
2015
Q2 | $1.23M | Buy |
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|
2015
Q1 | $1.17M | Buy |
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|
2014
Q4 | $1.11M | Buy |
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