MGWA
Monument Group 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 | $613K | Buy |
987
+2
| +0.2% | +$1.24K | 0.39% | 17 |
|
|
2025
Q1 | $554K | Buy |
985
+11
| +1% | +$6.18K | 0.38% | 19 |
|
|
2024
Q4 | $574K | Buy |
974
+2
| +0.2% | +$1.18K | 0.41% | 17 |
|
|
2024
Q3 | $561K | Buy |
972
+67
| +7% | +$38.7K | 0.34% | 21 |
|
|
2024
Q2 | $495K | Buy |
905
+321
| +55% | +$176K | 0.33% | 22 |
|
|
2024
Q1 | $307K | Sell |
584
-22
| -4% | -$11.6K | 0.23% | 35 |
|
|
2023
Q4 | $290K | Buy |
+606
| New | +$290K | 0.25% | 30 |
|