SAW
Signal Advisors Wealth’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 | $4.19M | Sell |
6,745
-2,463
| -27% | -$1.53M | 0.33% | 86 |
|
|
2025
Q1 | $5.17M | Sell |
9,208
-1,207
| -12% | -$678K | 0.51% | 53 |
|
|
2024
Q4 | $6.13M | Sell |
10,415
-4,324
| -29% | -$2.55M | 0.69% | 35 |
|
|
2024
Q3 | $8.5M | Buy |
14,739
+13,884
| +1,624% | +$8.01M | 1.22% | 13 |
|
|
2024
Q2 | $468K | Sell |
855
-18,772
| -96% | -$10.3M | 1.02% | 28 |
|
|
2024
Q1 | $10.3M | Sell |
19,627
-1,652
| -8% | -$869K | 2.56% | 5 |
|
|
2023
Q4 | $10.2M | Buy |
+21,279
| New | +$10.2M | 3.52% | 2 |
|