MAWA
Moss Adams 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 | $1.73M | Sell |
2,781
-365
| -12% | -$227K | 0.16% | 54 |
|
|
2025
Q1 | $1.77M | Buy |
3,146
+705
| +29% | +$396K | 0.19% | 44 |
|
|
2024
Q4 | $1.44M | Sell |
2,441
-706
| -22% | -$416K | 0.15% | 47 |
|
|
2024
Q3 | $1.82M | Buy |
3,147
+30
| +1% | +$17.3K | 0.2% | 37 |
|
|
2024
Q2 | $1.71M | Buy |
3,117
+2,300
| +282% | +$1.26M | 0.24% | 36 |
|
|
2024
Q1 | $430K | Sell |
817
-539
| -40% | -$283K | 0.07% | 83 |
|
|
2023
Q4 | $648K | Buy |
1,356
+549
| +68% | +$262K | 0.14% | 48 |
|
|
2023
Q3 | $348K | Hold |
807
| – | – | 0.12% | 57 |
|
|
2023
Q2 | $359K | Sell |
807
-20
| -2% | -$8.91K | 0.12% | 57 |
|
|
2023
Q1 | $340K | Buy |
827
+24
| +3% | +$9.86K | 0.12% | 56 |
|
|
2022
Q4 | $308K | Buy |
+803
| New | +$308K | 0.15% | 69 |
|