MSWM
McGlone Suttner 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 | $2.14M | Buy |
3,454
+39
| +1% | +$24.2K | 0.32% | 32 |
|
|
2025
Q1 | $1.92M | Buy |
3,415
+494
| +17% | +$278K | 0.31% | 32 |
|
|
2024
Q4 | $1.72M | Buy |
2,921
+449
| +18% | +$264K | 0.29% | 39 |
|
|
2024
Q3 | $1.43M | Sell |
2,472
-379
| -13% | -$219K | 0.3% | 44 |
|
|
2024
Q2 | $1.36M | Buy |
2,851
+26
| +0.9% | +$12.4K | 0.28% | 35 |
|
|
2024
Q1 | $1.49M | Sell |
2,825
-26
| -0.9% | -$13.7K | 0.28% | 42 |
|
|
2023
Q4 | $1.36M | Sell |
2,851
-426
| -13% | -$203K | 0.27% | 35 |
|
|
2023
Q3 | $1.41M | Sell |
3,277
-214
| -6% | -$91.9K | 0.33% | 29 |
|
|
2023
Q2 | $1.56M | Sell |
3,491
-18
| -0.5% | -$8.03K | 0.36% | 32 |
|
|
2023
Q1 | $1.44M | Sell |
3,509
-208
| -6% | -$85.5K | 0.37% | 29 |
|
|
2022
Q4 | $1.43M | Buy |
+3,717
| New | +$1.43M | 0.45% | 30 |
|