180 Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $951K | Buy |
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|
2025
Q2 | $734K | Sell |
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|
2025
Q1 | $895K | Sell |
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|
2024
Q4 | $955K | Sell |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $982K | Sell |
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|
2022
Q3 | $899K | Buy |
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|
2022
Q2 | $959K | Sell |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $884K | Buy |
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|
2021
Q3 | $601K | Buy |
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|
2021
Q2 | $588K | Buy |
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|
2021
Q1 | $542K | Sell |
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|
2020
Q4 | $523K | Sell |
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|
2020
Q3 | $544K | Sell |
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|
2020
Q2 | $661K | Buy |
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|
2020
Q1 | $504K | Buy |
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|
2019
Q4 | $648K | Sell |
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|
2019
Q3 | $620K | Buy |
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|
2019
Q2 | $613K | Sell |
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|
2019
Q1 | $606K | Buy |
|