Watts Gwilliam & Co’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
Q2
$1.61M Sell
2025
Q1
$1.64M Buy
2024
Q4
$1.42M Sell
2024
Q3
$1.42M Buy
2024
Q1
$567K Buy