RRWA
Rainey & Randall 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 | $276K | Buy |
444
+41
| +10% | +$25.4K | 0.05% | 61 |
|
|
2025
Q1 | $226K | Buy |
403
+53
| +15% | +$29.8K | 0.04% | 68 |
|
|
2024
Q4 | $206K | Sell |
350
-1
| -0.3% | -$589 | 0.04% | 51 |
|
|
2024
Q3 | $202K | Buy |
+351
| New | +$202K | 0.04% | 49 |
|
|
2024
Q2 | – | Sell |
-484
| Closed | -$254K | – | 51 |
|
|
2024
Q1 | $254K | Buy |
484
+15
| +3% | +$7.88K | 0.06% | 45 |
|
|
2023
Q4 | $224K | Buy |
+469
| New | +$224K | 0.06% | 44 |
|