West Wealth Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
1,676
+602
| +56% | +$383K | 0.27% | 35 |
|
|
2025
Q1 | $606K | Buy |
1,074
+39
| +4% | +$22K | 0.18% | 43 |
|
|
2024
Q4 | $610K | Buy |
1,035
+140
| +16% | +$82.5K | 0.18% | 42 |
|
|
2024
Q3 | $516K | Buy |
895
+11
| +1% | +$6.35K | 0.17% | 46 |
|
|
2024
Q2 | $484K | Buy |
884
+98
| +12% | +$53.7K | 0.17% | 48 |
|
|
2024
Q1 | $413K | Buy |
786
+33
| +4% | +$17.4K | 0.15% | 52 |
|
|
2023
Q4 | $360K | Buy |
753
+153
| +26% | +$73.1K | 0.14% | 57 |
|
|
2023
Q3 | $257K | Sell |
600
-2
| -0.3% | -$858 | 0.11% | 62 |
|
|
2023
Q2 | $268K | Buy |
602
+10
| +2% | +$4.45K | 0.11% | 54 |
|
|
2023
Q1 | $243K | Buy |
592
+10
| +2% | +$4.11K | 0.11% | 54 |
|
|
2022
Q4 | $224K | Buy |
582
+4
| +0.7% | +$1.54K | 0.11% | 64 |
|
|
2022
Q3 | $207K | Sell |
578
-58
| -9% | -$20.8K | 0.11% | 56 |
|
|
2022
Q2 | $241K | Buy |
636
+48
| +8% | +$18.2K | 0.11% | 56 |
|
|
2022
Q1 | $267K | Sell |
588
-41
| -7% | -$18.6K | 0.11% | 51 |
|
|
2021
Q4 | $300K | Buy |
+629
| New | +$300K | 0.11% | 40 |
|