SPWG
Sage Private Wealth Group’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 | $498K | Buy |
802
+1
| +0.1% | +$621 | 0.32% | 41 |
|
|
2025
Q1 | $451K | Sell |
801
-194
| -19% | -$109K | 0.34% | 40 |
|
|
2024
Q4 | $586K | Buy |
995
+1
| +0.1% | +$589 | 0.44% | 27 |
|
|
2024
Q3 | $574K | Sell |
994
-55
| -5% | -$31.7K | 0.45% | 27 |
|
|
2024
Q2 | $575K | Sell |
1,049
-590
| -36% | -$323K | 0.48% | 30 |
|
|
2024
Q1 | $862K | Buy |
1,639
+250
| +18% | +$131K | 0.69% | 16 |
|
|
2023
Q4 | $664K | Buy |
+1,389
| New | +$664K | 0.59% | 18 |
|