SSWG
Seven Springs 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 | $5.1M | Hold |
8,213
| – | – | 1.26% | 15 |
|
|
2025
Q1 | $4.62M | Sell |
8,213
-9
| -0.1% | -$5.06K | 1.65% | 13 |
|
|
2024
Q4 | $4.84M | Sell |
8,222
-59
| -0.7% | -$34.7K | 1.8% | 15 |
|
|
2024
Q3 | $4.78M | Hold |
8,281
| – | – | 1.74% | 15 |
|
|
2024
Q2 | $4.53M | Sell |
8,281
-230
| -3% | -$126K | 1.77% | 15 |
|
|
2024
Q1 | $4.47M | Sell |
8,511
-131
| -2% | -$68.9K | 1.72% | 14 |
|
|
2023
Q4 | $4.13M | Sell |
8,642
-115
| -1% | -$54.9K | 1.86% | 13 |
|
|
2023
Q3 | $3.76M | Sell |
8,757
-183
| -2% | -$78.6K | 1.8% | 14 |
|
|
2023
Q2 | $3.98M | Sell |
8,940
-102
| -1% | -$45.5K | 1.89% | 11 |
|
|
2023
Q1 | $3.72M | Sell |
9,042
-8
| -0.1% | -$3.29K | 1.84% | 11 |
|
|
2022
Q4 | $3.48M | Sell |
9,050
-7
| -0.1% | -$2.69K | 1.68% | 11 |
|
|
2022
Q3 | $3.25M | Sell |
9,057
-239
| -3% | -$85.7K | 1.77% | 12 |
|
|
2022
Q2 | $3.53M | Sell |
9,296
-191
| -2% | -$72.4K | 1.77% | 11 |
|
|
2022
Q1 | $4.3M | Buy |
9,487
+351
| +4% | +$159K | 2.04% | 10 |
|
|
2021
Q4 | $4.36M | Buy |
9,136
+955
| +12% | +$456K | 1.99% | 12 |
|
|
2021
Q3 | $3.53M | Sell |
8,181
-1
| -0% | -$431 | 1.73% | 12 |
|
|
2021
Q2 | $3.52M | Sell |
8,182
-43
| -0.5% | -$18.5K | 1.52% | 13 |
|
|
2021
Q1 | $3.27M | Sell |
8,225
-132
| -2% | -$52.5K | 1.54% | 13 |
|
|
2020
Q4 | $3.14M | Sell |
8,357
-756
| -8% | -$284K | 1.62% | 13 |
|
|
2020
Q3 | $3.06M | Sell |
9,113
-71
| -0.8% | -$23.9K | 1.92% | 12 |
|
|
2020
Q2 | $2.84M | Sell |
9,184
-98
| -1% | -$30.3K | 1.81% | 13 |
|
|
2020
Q1 | $2.4M | Buy |
9,282
+9,120
| +5,630% | +$2.36M | 1.69% | 12 |
|
|
2019
Q4 | $52K | Buy |
+162
| New | +$52K | 0.04% | 93 |
|