SWMG LLC’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $55.7M | Buy |
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|
2025
Q2 | $50.3M | Sell |
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|
2025
Q1 | $49M | Sell |
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|
2024
Q4 | $57.9M | Sell |
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|
2024
Q3 | $59M | Buy |
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|
2024
Q2 | $52M | Sell |
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|
2024
Q1 | $55.8M | Sell |
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|
2023
Q4 | $60.7M | Buy |
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|
2023
Q3 | $51.3M | Buy |
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|
2023
Q2 | $48M | Buy |
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|
2023
Q1 | $42.6M | Buy |
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|
2022
Q4 | $39.4M | Buy |
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|
2022
Q3 | $34.4M | Buy |
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|
2022
Q1 | $33.3M | Buy |
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|
2021
Q4 | $24.4M | Buy |
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|
2021
Q3 | $18.8M | Buy |
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|
2021
Q2 | $18.6M | Buy |
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|
2021
Q1 | $16M | Buy |
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|
2020
Q4 | $14.5M | Buy |
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