WRPWM
Werba Rubin Papier Wealth 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 | $2.12M | Sell |
3,415
-47
| -1% | -$29.2K | 0.4% | 45 |
|
|
2025
Q1 | $1.95M | Sell |
3,462
-10
| -0.3% | -$5.62K | 0.42% | 42 |
|
|
2024
Q4 | $2.04M | Sell |
3,472
-9
| -0.3% | -$5.3K | 0.48% | 39 |
|
|
2024
Q3 | $2.01M | Buy |
3,481
+1,045
| +43% | +$603K | 0.47% | 39 |
|
|
2024
Q2 | $1.33M | Sell |
2,436
-943
| -28% | -$516K | 0.37% | 45 |
|
|
2024
Q1 | $1.78M | Sell |
3,379
-359
| -10% | -$189K | 0.52% | 30 |
|
|
2023
Q4 | $1.79M | Sell |
3,738
-35
| -0.9% | -$16.7K | 0.61% | 26 |
|
|
2023
Q3 | $1.63M | Sell |
3,773
-120
| -3% | -$51.8K | 0.58% | 27 |
|
|
2023
Q2 | $1.74M | Hold |
3,893
| – | – | 0.6% | 26 |
|
|
2023
Q1 | $1.6M | Buy |
3,893
+102
| +3% | +$41.9K | 0.63% | 25 |
|
|
2022
Q4 | $1.46M | Buy |
+3,791
| New | +$1.46M | 0.6% | 24 |
|