XWM
Xcel 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 | $294K | Sell |
473
-23
| -5% | -$14.3K | 0.08% | 116 |
|
|
2025
Q1 | $279K | Sell |
496
-5
| -1% | -$2.81K | 0.09% | 117 |
|
|
2024
Q4 | $295K | Buy |
501
+15
| +3% | +$8.84K | 0.08% | 112 |
|
|
2024
Q3 | $281K | Sell |
486
-37
| -7% | -$21.4K | 0.08% | 113 |
|
|
2024
Q2 | $286K | Sell |
523
-2
| -0.4% | -$1.1K | 0.09% | 106 |
|
|
2024
Q1 | $276K | Buy |
+525
| New | +$276K | 0.09% | 107 |
|