SWC
Spectrum Wealth Counsel’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
Q1 | $80.2M | Buy |
142,740
+3,163
| +2% | +$1.78M | 9.63% | 2 |
|
|
2024
Q4 | $82.2M | Sell |
139,577
-12,020
| -8% | -$7.08M | 9.66% | 2 |
|
|
2024
Q3 | $87.4M | Buy |
151,597
+1,176
| +0.8% | +$678K | 10.33% | 2 |
|
|
2024
Q2 | $82.3M | Sell |
150,421
-16,959
| -10% | -$9.28M | 10.41% | 2 |
|
|
2024
Q1 | $88M | Buy |
167,380
+2,728
| +2% | +$1.43M | 10.77% | 2 |
|
|
2023
Q4 | $78.6M | Buy |
+164,652
| New | +$78.6M | 10.89% | 2 |
|