ULWM
Upper Left 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 | $2.86M | Sell |
4,610
-431
| -9% | -$268K | 1.91% | 21 |
|
|
2025
Q1 | $2.83M | Buy |
5,041
+2,787
| +124% | +$1.57M | 2.03% | 23 |
|
|
2024
Q4 | $1.33M | Buy |
2,254
+725
| +47% | +$427K | 1.13% | 30 |
|
|
2024
Q3 | $867K | Sell |
1,529
-138
| -8% | -$78.2K | 0.76% | 36 |
|
|
2024
Q2 | $912K | Buy |
1,667
+284
| +21% | +$155K | 0.82% | 33 |
|
|
2024
Q1 | $727K | Sell |
1,383
-167
| -11% | -$87.8K | 0.67% | 38 |
|
|
2023
Q4 | $740K | Sell |
1,550
-87
| -5% | -$41.6K | 0.73% | 37 |
|
|
2023
Q3 | $703K | Sell |
1,637
-170
| -9% | -$73K | 0.73% | 33 |
|
|
2023
Q2 | $805K | Sell |
1,807
-62
| -3% | -$27.6K | 0.9% | 31 |
|
|
2023
Q1 | $768K | Sell |
1,869
-367
| -16% | -$151K | 0.87% | 30 |
|
|
2022
Q4 | $859K | Sell |
2,236
-237
| -10% | -$91.1K | 1.02% | 30 |
|
|
2022
Q3 | $907K | Buy |
2,473
+95
| +4% | +$34.8K | 1.18% | 29 |
|
|
2022
Q2 | $902K | Buy |
2,378
+182
| +8% | +$69K | 1.04% | 29 |
|
|
2022
Q1 | $999K | Sell |
2,196
-167
| -7% | -$76K | 1.04% | 30 |
|
|
2021
Q4 | $1.13M | Buy |
+2,363
| New | +$1.13M | 1.13% | 24 |
|