WGC
IVV icon

Watts Gwilliam & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Watts Gwilliam & Co’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.64M Buy
2,923
+529
+22% +$297K 0.36% 60
2024
Q4 		$1.42M Sell
2,394
-72
-3% -$42.6K 0.3% 69
2024
Q3 		$1.42M Buy
+2,466
New +$1.42M 0.31% 68
2024
Q1 		$567K Buy
+1,077
New +$567K 0.17% 98