SPWG
Syntegra Private Wealth Group’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 | $481K | Hold |
775
| – | – | 0.05% | 100 |
|
|
2025
Q1 | $435K | Sell |
775
-22
| -3% | -$12.4K | 0.05% | 91 |
|
|
2024
Q4 | $469K | Hold |
797
| – | – | 0.05% | 86 |
|
|
2024
Q3 | $460K | Hold |
797
| – | – | 0.05% | 86 |
|
|
2024
Q2 | $436K | Buy |
797
+15
| +2% | +$8.21K | 0.06% | 86 |
|
|
2024
Q1 | $411K | Buy |
782
+23
| +3% | +$12.1K | 0.05% | 87 |
|
|
2023
Q4 | $363K | Hold |
759
| – | – | 0.05% | 87 |
|
|
2023
Q3 | $326K | Buy |
759
+67
| +10% | +$28.8K | 0.05% | 88 |
|
|
2023
Q2 | $309K | Sell |
692
-671
| -49% | -$299K | 0.05% | 101 |
|
|
2023
Q1 | $560K | Buy |
1,363
+693
| +103% | +$285K | 0.1% | 60 |
|
|
2022
Q4 | $258K | Buy |
+670
| New | +$258K | 0.05% | 91 |
|