MWA
Monograph 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 | $3M | Hold |
4,837
| – | – | 0.37% | 31 |
|
|
2025
Q1 | $2.72M | Hold |
4,837
| – | – | 0.37% | 30 |
|
|
2024
Q4 | $2.85M | Hold |
4,837
| – | – | 0.38% | 31 |
|
|
2024
Q3 | $2.79M | Buy |
4,837
+3,400
| +237% | +$1.96M | 0.36% | 29 |
|
|
2024
Q2 | $786K | Hold |
1,437
| – | – | 0.11% | 51 |
|
|
2024
Q1 | $755K | Hold |
1,437
| – | – | 0.11% | 71 |
|
|
2023
Q4 | $686K | Hold |
1,437
| – | – | 0.12% | 44 |
|
|
2023
Q3 | $620K | Hold |
1,437
| – | – | 0.12% | 59 |
|
|
2023
Q2 | $640K | Sell |
1,437
-58
| -4% | -$25.9K | 0.14% | 41 |
|
|
2023
Q1 | $615K | Buy |
1,495
+741
| +98% | +$305K | 0.14% | 39 |
|
|
2022
Q4 | $290K | Hold |
754
| – | – | 0.08% | 73 |
|
|
2022
Q3 | $270K | Hold |
754
| – | – | 0.09% | 58 |
|
|
2022
Q2 | $286K | Hold |
754
| – | – | 0.08% | 60 |
|
|
2022
Q1 | $342K | Hold |
754
| – | – | 0.09% | 64 |
|
|
2021
Q4 | $360K | Buy |
+754
| New | +$360K | 0.09% | 62 |
|