SWMP
Signature Wealth Management Partners’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 | $2.06M | Buy |
3,310
+292
| +10% | +$181K | 1.17% | 15 |
|
|
2025
Q1 | $1.7M | Buy |
3,018
+124
| +4% | +$69.7K | 1.11% | 17 |
|
|
2024
Q4 | $1.7M | Buy |
2,894
+91
| +3% | +$53.6K | 1.17% | 15 |
|
|
2024
Q3 | $1.62M | Sell |
2,803
-23
| -0.8% | -$13.3K | 1.17% | 16 |
|
|
2024
Q2 | $1.55M | Buy |
2,826
+85
| +3% | +$46.5K | 1.18% | 16 |
|
|
2024
Q1 | $1.44M | Sell |
2,741
-157
| -5% | -$82.5K | 1.17% | 19 |
|
|
2023
Q4 | $1.38M | Sell |
2,898
-11
| -0.4% | -$5.26K | 1.21% | 16 |
|
|
2023
Q3 | $1.25M | Sell |
2,909
-195
| -6% | -$83.7K | 1.22% | 17 |
|
|
2023
Q2 | $1.38M | Sell |
3,104
-66
| -2% | -$29.4K | 1.28% | 14 |
|
|
2023
Q1 | $1.3M | Sell |
3,170
-152
| -5% | -$62.5K | 1.21% | 21 |
|
|
2022
Q4 | $1.28M | Sell |
3,322
-120
| -3% | -$46.1K | 1.26% | 19 |
|
|
2022
Q3 | $1.24M | Sell |
3,442
-7
| -0.2% | -$2.51K | 1.36% | 18 |
|
|
2022
Q2 | $1.31M | Buy |
3,449
+51
| +2% | +$19.3K | 1.34% | 18 |
|
|
2022
Q1 | $1.54M | Sell |
3,398
-37
| -1% | -$16.8K | 1.31% | 18 |
|
|
2021
Q4 | $1.64M | Sell |
3,435
-55
| -2% | -$26.2K | 1.39% | 17 |
|
|
2021
Q3 | $1.5M | Sell |
3,490
-353
| -9% | -$152K | 1.36% | 19 |
|
|
2021
Q2 | $1.65M | Buy |
3,843
+825
| +27% | +$355K | 1.5% | 18 |
|
|
2021
Q1 | $1.2M | Buy |
3,018
+482
| +19% | +$192K | 1.15% | 23 |
|
|
2020
Q4 | $952K | Buy |
+2,536
| New | +$952K | 0.95% | 25 |
|