WFA
WestHill Financial Advisors’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 | $3.81M | Sell |
6,137
-4
| -0.1% | -$2.48K | 0.81% | 16 |
|
|
2025
Q1 | $3.45M | Sell |
6,141
-44
| -0.7% | -$24.7K | 0.79% | 16 |
|
|
2024
Q4 | $3.64M | Sell |
6,185
-467
| -7% | -$275K | 0.82% | 17 |
|
|
2024
Q3 | $3.84M | Sell |
6,652
-44
| -0.7% | -$25.4K | 0.86% | 17 |
|
|
2024
Q2 | $3.66M | Buy |
6,696
+148
| +2% | +$81K | 0.89% | 17 |
|
|
2024
Q1 | $3.44M | Sell |
6,548
-111
| -2% | -$58.4K | 0.85% | 17 |
|
|
2023
Q4 | $3.18M | Buy |
6,659
+3
| +0% | +$1.43K | 0.84% | 16 |
|
|
2023
Q3 | $2.86M | Sell |
6,656
-59
| -0.9% | -$25.3K | 0.83% | 16 |
|
|
2023
Q2 | $2.99M | Sell |
6,715
-51
| -0.8% | -$22.7K | 0.85% | 16 |
|
|
2023
Q1 | $2.78M | Sell |
6,766
-474
| -7% | -$195K | 0.83% | 16 |
|
|
2022
Q4 | $2.78M | Buy |
7,240
+181
| +3% | +$69.5K | 0.89% | 17 |
|
|
2022
Q3 | $2.53M | Buy |
7,059
+1
| +0% | +$359 | 0.86% | 17 |
|
|
2022
Q2 | $2.68M | Sell |
7,058
-32
| -0.5% | -$12.1K | 0.88% | 17 |
|
|
2022
Q1 | $3.22M | Buy |
7,090
+1
| +0% | +$454 | 0.93% | 17 |
|
|
2021
Q4 | $3.38M | Buy |
7,089
+81
| +1% | +$38.6K | 0.96% | 18 |
|
|
2021
Q3 | $3.02M | Buy |
+7,008
| New | +$3.02M | 0.93% | 18 |
|
|
2021
Q1 | $2.71M | Sell |
6,823
-36
| -0.5% | -$14.3K | 0.96% | 17 |
|
|
2020
Q4 | $2.58M | Buy |
+6,859
| New | +$2.58M | 1.01% | 15 |
|