SVWG
Shared Vision 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 | $24.4M | Sell |
38,360
-2,630
| -6% | -$1.67M | 12.16% | 2 |
|
|
2025
Q1 | $23M | Sell |
40,990
-3,269
| -7% | -$1.84M | 12.58% | 2 |
|
|
2024
Q4 | $26.1M | Sell |
44,259
-235
| -0.5% | -$138K | 13.71% | 2 |
|
|
2024
Q3 | $25.7M | Sell |
44,494
-1,951
| -4% | -$1.13M | 13.71% | 2 |
|
|
2024
Q2 | $25.4M | Sell |
46,445
-8,970
| -16% | -$4.91M | 14.79% | 2 |
|
|
2024
Q1 | $29.1M | Sell |
55,415
-4,376
| -7% | -$2.3M | 18.19% | 2 |
|
|
2023
Q4 | $28.6M | Buy |
+59,791
| New | +$28.6M | 19.08% | 2 |
|