SWM
SFG Wealth Management’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 | $368K | Buy |
593
+48
| +9% | +$29.8K | 0.22% | 59 |
|
|
2025
Q1 | $306K | Sell |
545
-23
| -4% | -$12.9K | 0.15% | 96 |
|
|
2024
Q4 | $335K | Sell |
568
-32
| -5% | -$18.8K | 0.18% | 71 |
|
|
2024
Q3 | $346K | Sell |
600
-185
| -24% | -$107K | 0.18% | 68 |
|
|
2024
Q2 | $429K | Buy |
785
+58
| +8% | +$31.7K | 0.24% | 59 |
|
|
2024
Q1 | $382K | Buy |
727
+149
| +26% | +$78.4K | 0.23% | 64 |
|
|
2023
Q4 | $276K | Sell |
578
-217
| -27% | -$104K | 0.18% | 79 |
|
|
2023
Q3 | $341K | Buy |
795
+12
| +2% | +$5.15K | 0.27% | 61 |
|
|
2023
Q2 | $349K | Sell |
783
-78
| -9% | -$34.8K | 0.29% | 65 |
|
|
2023
Q1 | $354K | Buy |
861
+1
| +0.1% | +$411 | 0.39% | 46 |
|
|
2022
Q4 | $330K | Buy |
860
+10
| +1% | +$3.84K | 0.41% | 49 |
|
|
2022
Q3 | $305K | Sell |
850
-8
| -0.9% | -$2.87K | 0.41% | 51 |
|
|
2022
Q2 | $325K | Buy |
858
+1
| +0.1% | +$379 | 0.38% | 53 |
|
|
2022
Q1 | $389K | Sell |
857
-40
| -4% | -$18.2K | 0.36% | 53 |
|
|
2021
Q4 | $428K | Buy |
+897
| New | +$428K | 0.38% | 59 |
|