SWM
StoneCrest 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 | $2.34M | Sell |
3,773
-180
| -5% | -$112K | 1.12% | 33 |
|
|
2025
Q1 | $2.22M | Sell |
3,953
-223
| -5% | -$125K | 1.41% | 28 |
|
|
2024
Q4 | $2.46M | Sell |
4,176
-162
| -4% | -$95.4K | 1.6% | 23 |
|
|
2024
Q3 | $2.5M | Sell |
4,338
-240
| -5% | -$138K | 1.82% | 19 |
|
|
2024
Q2 | $2.51M | Sell |
4,578
-528
| -10% | -$289K | 1.91% | 21 |
|
|
2024
Q1 | $2.68M | Sell |
5,106
-202
| -4% | -$106K | 2.32% | 16 |
|
|
2023
Q4 | $2.54M | Buy |
+5,308
| New | +$2.54M | 2.43% | 17 |
|