SWM
SilverOak 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 | $4.56M | Sell |
7,343
-142
| -2% | -$88.2K | 0.86% | 15 |
|
|
2025
Q1 | $4.21M | Buy |
7,485
+1,836
| +33% | +$1.03M | 0.91% | 15 |
|
|
2024
Q4 | $3.33M | Buy |
5,649
+59
| +1% | +$34.7K | 0.72% | 19 |
|
|
2024
Q3 | $3.22M | Sell |
5,590
-30
| -0.5% | -$17.3K | 0.72% | 18 |
|
|
2024
Q2 | $3.08M | Sell |
5,620
-83
| -1% | -$45.4K | 0.74% | 19 |
|
|
2024
Q1 | $3M | Sell |
5,703
-51
| -0.9% | -$26.8K | 0.74% | 20 |
|
|
2023
Q4 | $2.75M | Buy |
+5,754
| New | +$2.75M | 0.74% | 20 |
|