PWM
Power 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 | $6.3M | Sell |
10,145
-212
| -2% | -$132K | 2.42% | 10 |
|
|
2025
Q1 | $5.82M | Sell |
10,357
-1,937
| -16% | -$1.09M | 2.36% | 10 |
|
|
2024
Q4 | $7.24M | Sell |
12,294
-902
| -7% | -$531K | 3.02% | 9 |
|
|
2024
Q3 | $7.61M | Sell |
13,196
-1,331
| -9% | -$768K | 3.25% | 10 |
|
|
2024
Q2 | $7.95M | Sell |
14,527
-5,900
| -29% | -$3.23M | 3.8% | 4 |
|
|
2024
Q1 | $10.7M | Sell |
20,427
-848
| -4% | -$446K | 6.74% | 2 |
|
|
2023
Q4 | $10.2M | Buy |
+21,275
| New | +$10.2M | 7.06% | 2 |
|