RWA
Rooted 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 | $321K | Buy |
513
+25
| +5% | +$15.7K | 0.11% | 84 |
|
|
2025
Q1 | $248K | Sell |
488
-37
| -7% | -$18.8K | 0.11% | 81 |
|
|
2024
Q4 | $311K | Buy |
525
+1
| +0.2% | +$592 | 0.12% | 75 |
|
|
2024
Q3 | $299K | Sell |
524
-431
| -45% | -$246K | 0.13% | 73 |
|
|
2024
Q2 | $531K | Buy |
955
+356
| +59% | +$198K | 0.23% | 56 |
|
|
2024
Q1 | $312K | Buy |
+599
| New | +$312K | 0.15% | 63 |
|