WWP
WR Wealth Planners’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.64M | Sell |
2,779
-4,510
| -62% | -$2.65M | 0.53% | 27 |
|
|
2024
Q3 | $4.2M | Buy |
7,289
+134
| +2% | +$77.3K | 1.17% | 16 |
|
|
2024
Q2 | $3.92M | Sell |
7,155
-112
| -2% | -$61.3K | 1.19% | 17 |
|
|
2024
Q1 | $3.82M | Buy |
7,267
+88
| +1% | +$46.3K | 1.19% | 16 |
|
|
2023
Q4 | $3.43M | Sell |
7,179
-856
| -11% | -$409K | 1.28% | 16 |
|
|
2023
Q3 | $3.45M | Buy |
8,035
+269
| +3% | +$116K | 1.31% | 16 |
|
|
2023
Q2 | $3.46M | Buy |
7,766
+141
| +2% | +$62.8K | 1.34% | 17 |
|
|
2023
Q1 | $3.13M | Buy |
7,625
+25
| +0.3% | +$10.3K | 1.35% | 18 |
|
|
2022
Q4 | $2.92M | Buy |
7,600
+116
| +2% | +$44.6K | 1.8% | 14 |
|
|
2022
Q3 | $2.68M | Buy |
7,484
+42
| +0.6% | +$15.1K | 1.89% | 12 |
|
|
2022
Q2 | $2.82M | Sell |
7,442
-28
| -0.4% | -$10.6K | 1.86% | 12 |
|
|
2022
Q1 | $3.39M | Buy |
+7,470
| New | +$3.39M | 2.02% | 13 |
|