WCM
Weaver Capital 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 | $150K | Buy |
242
+1
| +0.4% | +$621 | 0.04% | 164 |
|
|
2025
Q1 | $136K | Hold |
241
| – | – | 0.04% | 161 |
|
|
2024
Q4 | $142K | Buy |
241
+1
| +0.4% | +$588 | 0.04% | 159 |
|
|
2024
Q3 | $138K | Buy |
240
+1
| +0.4% | +$576 | 0.04% | 153 |
|
|
2024
Q2 | $131K | Buy |
239
+1
| +0.4% | +$547 | 0.04% | 153 |
|
|
2024
Q1 | $125K | Buy |
+238
| New | +$125K | 0.04% | 143 |
|