SGWM
Sterling Group 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 | $438K | Sell |
705
-29
| -4% | -$18K | 0.24% | 30 |
|
|
2025
Q1 | $412K | Buy |
734
+29
| +4% | +$16.3K | 0.22% | 32 |
|
|
2024
Q4 | $415K | Hold |
705
| – | – | 0.22% | 35 |
|
|
2024
Q3 | $407K | Hold |
705
| – | – | 0.22% | 34 |
|
|
2024
Q2 | $386K | Buy |
+705
| New | +$386K | 0.22% | 32 |
|
|
2024
Q1 | – | Sell |
-705
| Closed | -$337K | – | 20 |
|
|
2023
Q4 | $337K | Buy |
705
+132
| +23% | +$63K | 0.26% | 37 |
|
|
2023
Q3 | $246K | Hold |
573
| – | – | 0.23% | 44 |
|
|
2023
Q2 | $255K | Hold |
573
| – | – | 0.22% | 45 |
|
|
2023
Q1 | $236K | Hold |
573
| – | – | 0.22% | 44 |
|
|
2022
Q4 | $220K | Buy |
+573
| New | +$220K | 0.22% | 45 |
|