OWM
Opes 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 | $286K | Sell |
461
-30
| -6% | -$18.6K | 0.05% | 125 |
|
|
2025
Q1 | $276K | Sell |
491
-825
| -63% | -$464K | 0.06% | 127 |
|
|
2024
Q4 | $775K | Buy |
1,316
+910
| +224% | +$536K | 0.16% | 66 |
|
|
2024
Q3 | $234K | Hold |
406
| – | – | 0.05% | 123 |
|
|
2024
Q2 | $222K | Buy |
+406
| New | +$222K | 0.05% | 127 |
|
|
2023
Q3 | – | Sell |
-562
| Closed | -$250K | – | 124 |
|
|
2023
Q2 | $250K | Buy |
+562
| New | +$250K | 0.07% | 109 |
|