SWM
IVV icon

Stapp 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
2022
Q4
Sell
-42
Closed -$15K 64
2022
Q3
$15K Buy
+42
New +$15K 0.04% 54