SVWAG
Sound View Wealth Advisors Group’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 | $3.39M | Buy |
5,464
+260
| +5% | +$161K | 0.25% | 93 |
|
|
2025
Q1 | $2.92M | Sell |
5,204
-259
| -5% | -$146K | 0.24% | 94 |
|
|
2024
Q4 | $3.22M | Sell |
5,463
-93
| -2% | -$54.7K | 0.26% | 84 |
|
|
2024
Q3 | $3.21M | Buy |
5,556
+2,149
| +63% | +$1.24M | 0.26% | 85 |
|
|
2024
Q2 | $1.86M | Buy |
3,407
+35
| +1% | +$19.2K | 0.19% | 114 |
|
|
2024
Q1 | $1.77M | Sell |
3,372
-116
| -3% | -$61K | 0.19% | 117 |
|
|
2023
Q4 | $1.67M | Buy |
3,488
+4
| +0.1% | +$1.91K | 0.18% | 121 |
|
|
2023
Q3 | $1.5M | Buy |
3,484
+401
| +13% | +$172K | 0.19% | 114 |
|
|
2023
Q2 | $1.37M | Sell |
3,083
-627
| -17% | -$279K | 0.18% | 117 |
|
|
2023
Q1 | $1.53M | Buy |
3,710
+222
| +6% | +$91.3K | 0.21% | 108 |
|
|
2022
Q4 | $1.67M | Sell |
3,488
-37
| -1% | -$17.7K | 0.18% | 121 |
|
|
2022
Q3 | $1.26M | Hold |
3,525
| – | – | 0.28% | 91 |
|
|
2022
Q2 | $1.34M | Buy |
3,525
+1,812
| +106% | +$687K | 0.28% | 91 |
|
|
2022
Q1 | $777K | Hold |
1,713
| – | – | 0.15% | 135 |
|
|
2021
Q4 | $817K | Sell |
1,713
-15
| -0.9% | -$7.15K | 0.15% | 132 |
|
|
2021
Q3 | $744K | Hold |
1,728
| – | – | 0.16% | 138 |
|
|
2021
Q2 | $743K | Buy |
1,728
+2
| +0.1% | +$860 | 0.16% | 134 |
|
|
2021
Q1 | $687K | Hold |
1,726
| – | – | 0.16% | 132 |
|
|
2020
Q4 | $648K | Buy |
1,726
+1
| +0.1% | +$375 | 0.16% | 132 |
|
|
2020
Q3 | $580K | Buy |
1,725
+1
| +0.1% | +$336 | 0.15% | 132 |
|
|
2020
Q2 | $534K | Buy |
1,724
+2
| +0.1% | +$619 | 0.15% | 128 |
|
|
2020
Q1 | $445K | Hold |
1,722
| – | – | 0.15% | 126 |
|
|
2019
Q4 | $557K | Sell |
1,722
-193
| -10% | -$62.4K | 0.16% | 132 |
|
|
2019
Q3 | $572K | Hold |
1,915
| – | – | 0.17% | 128 |
|
|
2019
Q2 | $564K | Buy |
+1,915
| New | +$564K | 0.17% | 131 |
|