WWM
Wiser 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 | $19.1M | Sell |
30,684
-589
| -2% | -$366K | 4.77% | 8 |
|
|
2025
Q1 | $17.6M | Buy |
31,273
+2,563
| +9% | +$1.44M | 4.93% | 8 |
|
|
2024
Q4 | $16.9M | Buy |
28,710
+2
| +0% | +$1.18K | 4.74% | 8 |
|
|
2024
Q3 | $16.6M | Buy |
28,708
+3,577
| +14% | +$2.06M | 4.75% | 8 |
|
|
2024
Q2 | $13.8M | Sell |
25,131
-2,526
| -9% | -$1.38M | 4.26% | 9 |
|
|
2024
Q1 | $14.5M | Sell |
27,657
-378
| -1% | -$199K | 4.77% | 8 |
|
|
2023
Q4 | $13.2M | Buy |
28,035
+3,422
| +14% | +$1.61M | 4.8% | 8 |
|
|
2023
Q3 | $10.6M | Buy |
24,613
+9
| +0% | +$3.87K | 4.3% | 9 |
|
|
2023
Q2 | $11M | Buy |
24,604
+513
| +2% | +$229K | 4.4% | 9 |
|
|
2023
Q1 | $9.9M | Buy |
24,091
+529
| +2% | +$217K | 4.23% | 9 |
|
|
2022
Q4 | $9.05M | Buy |
23,562
+5,233
| +29% | +$2.01M | 4.18% | 9 |
|
|
2022
Q3 | $6.57M | Buy |
18,329
+1,215
| +7% | +$436K | 3.44% | 10 |
|
|
2022
Q2 | $6.49M | Sell |
17,114
-96,519
| -85% | -$36.6M | 3.36% | 10 |
|
|
2022
Q1 | $51.6M | Buy |
113,633
+10,940
| +11% | +$4.96M | 23.77% | 1 |
|
|
2021
Q4 | $49M | Buy |
102,693
+3,903
| +4% | +$1.86M | 23.93% | 1 |
|
|
2021
Q3 | $42.6M | Buy |
98,790
+9,943
| +11% | +$4.28M | 22.69% | 1 |
|
|
2021
Q2 | $38.2M | Buy |
88,847
+5,637
| +7% | +$2.42M | 23.26% | 1 |
|
|
2021
Q1 | $33.1M | Buy |
83,210
+3,798
| +5% | +$1.51M | 22.74% | 1 |
|
|
2020
Q4 | $29.8M | Buy |
+79,412
| New | +$29.8M | 22.35% | 1 |
|