WAG
Wiser Advisor Group’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 | $358K | Sell |
576
-106
| -16% | -$65.9K | 0.62% | 36 |
|
|
2025
Q1 | $383K | Sell |
682
-39
| -5% | -$21.9K | 0.57% | 37 |
|
|
2024
Q4 | $424K | Buy |
721
+21
| +3% | +$12.4K | 0.62% | 34 |
|
|
2024
Q3 | $404K | Sell |
700
-38
| -5% | -$21.9K | 0.6% | 34 |
|
|
2024
Q2 | $403K | Buy |
738
+242
| +49% | +$132K | 0.63% | 32 |
|
|
2024
Q1 | $261K | Buy |
496
+334
| +206% | +$176K | 0.41% | 44 |
|
|
2023
Q4 | $77.3K | Buy |
+162
| New | +$77.3K | 0.13% | 72 |
|