SVWG
Shared Vision Wealth Group’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
12,110
+1,742
| +17% | +$546K | 1.9% | 13 |
|
|
2025
Q1 | $2.81M | Buy |
10,368
+4,318
| +71% | +$1.17M | 1.53% | 15 |
|
|
2024
Q4 | $1.75M | Sell |
6,050
-12
| -0.2% | -$3.47K | 0.92% | 19 |
|
|
2024
Q3 | $1.68M | Buy |
6,062
+810
| +15% | +$224K | 0.9% | 21 |
|
|
2024
Q2 | $1.39M | Buy |
5,252
+160
| +3% | +$42.3K | 0.81% | 22 |
|
|
2024
Q1 | $1.26M | Sell |
5,092
-4,726
| -48% | -$1.17M | 0.79% | 24 |
|
|
2023
Q4 | $2.19M | Buy |
+9,818
| New | +$2.19M | 1.47% | 16 |
|