WE
Wealth Effects’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 | $2.64M | Sell |
4,256
-202
| -5% | -$125K | 0.99% | 15 |
|
|
2025
Q1 | $2.5M | Buy |
4,458
+27
| +0.6% | +$15.2K | 1.05% | 16 |
|
|
2024
Q4 | $2.61M | Buy |
4,431
+12
| +0.3% | +$7.06K | 0.93% | 17 |
|
|
2024
Q3 | $2.55M | Hold |
4,419
| – | – | 0.89% | 17 |
|
|
2024
Q2 | $2.42M | Sell |
4,419
-1,062
| -19% | -$581K | 0.88% | 17 |
|
|
2024
Q1 | $2.88M | Hold |
5,481
| – | – | 1.06% | 13 |
|
|
2023
Q4 | $2.62M | Buy |
5,481
+251
| +5% | +$120K | 0.98% | 15 |
|
|
2023
Q3 | $2.25M | Buy |
5,230
+32
| +0.6% | +$13.7K | 1.11% | 13 |
|
|
2023
Q2 | $2.32M | Buy |
5,198
+90
| +2% | +$40.1K | 1.02% | 12 |
|
|
2023
Q1 | $2.1M | Sell |
5,108
-78
| -2% | -$32.1K | 1.08% | 16 |
|
|
2022
Q4 | $1.99M | Buy |
+5,186
| New | +$1.99M | 1.14% | 17 |
|