WPC
Wedmont Private Capital’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 | $9.18M | Buy |
14,638
+543
| +4% | +$340K | 0.39% | 41 |
|
|
2025
Q1 | $7.57M | Buy |
14,095
+619
| +5% | +$332K | 0.39% | 41 |
|
|
2024
Q4 | $7.86M | Buy |
13,476
+72
| +0.5% | +$42K | 0.41% | 37 |
|
|
2024
Q3 | $7.65M | Buy |
13,404
+311
| +2% | +$177K | 0.44% | 37 |
|
|
2024
Q2 | $7.37M | Sell |
13,093
-37
| -0.3% | -$20.8K | 0.46% | 35 |
|
|
2024
Q1 | $6.85M | Buy |
13,130
+317
| +2% | +$165K | 0.5% | 33 |
|
|
2023
Q4 | $6.11M | Sell |
12,813
-254
| -2% | -$121K | 0.5% | 34 |
|
|
2023
Q3 | $5.67M | Buy |
13,067
+825
| +7% | +$358K | 0.57% | 31 |
|
|
2023
Q2 | $5.53M | Buy |
12,242
+891
| +8% | +$402K | 0.6% | 27 |
|
|
2023
Q1 | $4.67M | Sell |
11,351
-930
| -8% | -$383K | 0.62% | 25 |
|
|
2022
Q4 | $4.79M | Buy |
12,281
+2,588
| +27% | +$1.01M | 0.72% | 22 |
|
|
2022
Q3 | $3.48M | Sell |
9,693
-20
| -0.2% | -$7.17K | 0.7% | 28 |
|
|
2022
Q2 | $3.68M | Buy |
9,713
+5
| +0.1% | +$1.9K | 0.79% | 22 |
|
|
2022
Q1 | $4.45M | Sell |
9,708
-1
| -0% | -$459 | 0.99% | 19 |
|
|
2021
Q4 | $4.53M | Buy |
+9,709
| New | +$4.53M | 1.4% | 15 |
|