SWM
SK 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 | $4.86M | Buy |
7,745
+3,442
| +80% | +$2.16M | 2.11% | 10 |
|
|
2025
Q1 | $2.22M | Buy |
4,303
+102
| +2% | +$52.7K | 1.19% | 18 |
|
|
2024
Q4 | $2.47M | Buy |
4,201
+478
| +13% | +$281K | 1.26% | 14 |
|
|
2024
Q3 | $2.22M | Buy |
+3,723
| New | +$2.22M | 1.14% | 15 |
|