MWM
MY 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 | $7.99M | Sell |
12,873
-7,428
| -37% | -$4.61M | 7.66% | 5 |
|
|
2025
Q1 | $11.4M | Buy |
20,301
+2,319
| +13% | +$1.3M | 11.04% | 3 |
|
|
2024
Q4 | $10.6M | Buy |
17,982
+4,806
| +36% | +$2.83M | 10.57% | 3 |
|
|
2024
Q3 | $7.6M | Buy |
13,176
+44
| +0.3% | +$25.4K | 7.71% | 5 |
|
|
2024
Q2 | $7.19M | Sell |
13,132
-157
| -1% | -$85.9K | 8.18% | 3 |
|
|
2024
Q1 | $6.99M | Sell |
13,289
-5,072
| -28% | -$2.67M | 7.71% | 3 |
|
|
2023
Q4 | $8.77M | Buy |
18,361
+5,363
| +41% | +$2.56M | 8.25% | 4 |
|
|
2023
Q3 | $5.58M | Sell |
12,998
-86
| -0.7% | -$36.9K | 5.55% | 5 |
|
|
2023
Q2 | $5.83M | Buy |
13,084
+593
| +5% | +$264K | 5.32% | 5 |
|
|
2023
Q1 | $5.13M | Buy |
12,491
+3
| +0% | +$1.23K | 5.14% | 5 |
|
|
2022
Q4 | $4.8M | Buy |
12,488
+11,863
| +1,898% | +$4.56M | 7.31% | 4 |
|
|
2022
Q3 | $224K | Hold |
625
| – | – | 0.24% | 25 |
|
|
2022
Q2 | $237K | Hold |
625
| – | – | 0.26% | 26 |
|
|
2022
Q1 | $284K | Hold |
625
| – | – | 0.26% | 25 |
|
|
2021
Q4 | $298K | Buy |
+625
| New | +$298K | 0.26% | 26 |
|