MWA
MN Wealth Advisors’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 | $888K | Sell |
1,429
-85
| -6% | -$52.8K | 0.52% | 45 |
|
|
2025
Q1 | $851K | Sell |
1,514
-16
| -1% | -$8.99K | 0.5% | 47 |
|
|
2024
Q4 | $901K | Sell |
1,530
-7
| -0.5% | -$4.12K | 0.51% | 46 |
|
|
2024
Q3 | $887K | Sell |
1,537
-20
| -1% | -$11.5K | 0.5% | 44 |
|
|
2024
Q2 | $852K | Sell |
1,557
-2
| -0.1% | -$1.1K | 0.49% | 45 |
|
|
2024
Q1 | $820K | Sell |
1,559
-45
| -3% | -$23.7K | 0.51% | 44 |
|
|
2023
Q4 | $767K | Buy |
+1,604
| New | +$767K | 0.53% | 46 |
|