OWA
ORBA 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 | $3.9M | Buy |
6,276
+2,330
| +59% | +$1.45M | 3.55% | 8 |
|
|
2025
Q1 | $2.22M | Buy |
3,946
+30
| +0.8% | +$16.9K | 1.12% | 29 |
|
|
2024
Q4 | $2.31M | Sell |
3,916
-70
| -2% | -$41.2K | 1.2% | 29 |
|
|
2024
Q3 | $2.3M | Sell |
3,986
-18
| -0.4% | -$10.4K | 1.16% | 29 |
|
|
2024
Q2 | $2.19M | Buy |
4,004
+294
| +8% | +$161K | 1.13% | 27 |
|
|
2024
Q1 | $1.95M | Sell |
3,710
-8
| -0.2% | -$4.21K | 1.08% | 28 |
|
|
2023
Q4 | $1.78M | Buy |
+3,718
| New | +$1.78M | 1.06% | 28 |
|