MWM
Mittelman 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 | $296K | Sell |
477
-672
| -58% | -$417K | 0.25% | 33 |
|
|
2025
Q1 | $646K | Sell |
1,149
-57
| -5% | -$32K | 0.58% | 17 |
|
|
2024
Q4 | $710K | Sell |
1,206
-5
| -0.4% | -$2.94K | 0.66% | 16 |
|
|
2024
Q3 | $699K | Sell |
1,211
-25
| -2% | -$14.4K | 0.4% | 15 |
|
|
2024
Q2 | $676K | Sell |
1,236
-79
| -6% | -$43.2K | 0.44% | 45 |
|
|
2024
Q1 | $691K | Buy |
+1,315
| New | +$691K | 0.47% | 43 |
|