MGW
MB Generational Wealth’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
Q1 | $2.78M | Hold |
4,952
| – | – | 2.08% | 10 |
|
|
2024
Q4 | $2.92M | Hold |
4,952
| – | – | 2.14% | 10 |
|
|
2024
Q3 | $2.86M | Hold |
4,952
| – | – | 2.06% | 10 |
|
|
2024
Q2 | $2.71M | Sell |
4,952
-259
| -5% | -$142K | 2.1% | 10 |
|
|
2024
Q1 | $2.74M | Sell |
5,211
-177
| -3% | -$93.1K | 2.15% | 10 |
|
|
2023
Q4 | $2.57M | Buy |
+5,388
| New | +$2.57M | 2.42% | 10 |
|