MSWM
Mowery & Schoenfeld 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 | $572K | Sell |
922
-372
| -29% | -$231K | 0.87% | 21 |
|
|
2025
Q1 | $727K | Sell |
1,294
-701
| -35% | -$394K | 1.42% | 14 |
|
|
2024
Q4 | $1.17M | Buy |
1,995
+1,047
| +110% | +$616K | 2.28% | 9 |
|
|
2024
Q3 | $547K | Buy |
948
+13
| +1% | +$7.5K | 0.86% | 17 |
|
|
2024
Q2 | $512K | Hold |
935
| – | – | 0.73% | 18 |
|
|
2024
Q1 | $492K | Sell |
935
-747
| -44% | -$393K | 0.95% | 18 |
|
|
2023
Q4 | $803K | Buy |
+1,682
| New | +$803K | 1.62% | 11 |
|