RWS
Resolute Wealth Strategies’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 | $635K | Sell |
1,023
-9
| -0.9% | -$5.59K | 0.34% | 45 |
|
|
2025
Q1 | $580K | Sell |
1,032
-77
| -7% | -$43.3K | 0.32% | 47 |
|
|
2024
Q4 | $653K | Buy |
1,109
+82
| +8% | +$48.3K | 0.34% | 45 |
|
|
2024
Q3 | $592K | Buy |
1,027
+1
| +0.1% | +$577 | 0.31% | 47 |
|
|
2024
Q2 | $562K | Buy |
1,026
+1
| +0.1% | +$547 | 0.32% | 46 |
|
|
2024
Q1 | $539K | Sell |
1,025
-95
| -8% | -$50K | 0.33% | 51 |
|
|
2023
Q4 | $535K | Sell |
1,120
-113
| -9% | -$53.9K | 0.36% | 43 |
|
|
2023
Q3 | $529K | Hold |
1,233
| – | – | 0.4% | 41 |
|
|
2023
Q2 | $549K | Buy |
1,233
+117
| +10% | +$52.1K | 0.43% | 39 |
|
|
2023
Q1 | $459K | Buy |
+1,116
| New | +$459K | 0.39% | 46 |
|