QWP
Quotient Wealth Partners’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 | $360M | Buy |
580,421
+10,038
| +2% | +$6.23M | 10.6% | 1 |
|
|
2025
Q1 | $320M | Sell |
570,383
-33,233
| -6% | -$18.7M | 10.24% | 1 |
|
|
2024
Q4 | $355M | Buy |
603,616
+6,773
| +1% | +$3.99M | 11.62% | 1 |
|
|
2024
Q3 | $344M | Buy |
596,843
+14,662
| +3% | +$8.46M | 11.31% | 1 |
|
|
2024
Q2 | $319M | Buy |
582,181
+68,811
| +13% | +$37.7M | 11.15% | 1 |
|
|
2024
Q1 | $270M | Buy |
513,370
+26,489
| +5% | +$13.9M | 9.64% | 1 |
|
|
2023
Q4 | $233M | Buy |
+486,881
| New | +$233M | 9.02% | 1 |
|