1900 Wealth Management’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
Q2 | $44.6M | Buy |
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|
2025
Q1 | $39.2M | Sell |
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|
2024
Q4 | $42M | Sell |
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|
2024
Q3 | $42.7M | Sell |
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|
2024
Q2 | $41.6M | Sell |
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|
2024
Q1 | $79.5M | Buy |
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|
2023
Q4 | $69.5M | Sell |
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|
2023
Q3 | $69.2M | Buy |
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|
2023
Q2 | $38.4M | Buy |
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|
2023
Q1 | $26.1M | Hold |
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|
2022
Q4 | $26.1M | Buy |
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|
2022
Q3 | $19.8M | Buy |
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|
2022
Q2 | $19.1M | Buy |
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|
2022
Q1 | $19.1M | Buy |
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|
2021
Q4 | $7.34M | Buy |
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|
2021
Q3 | $6.45M | Buy |
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|
2021
Q2 | $4.25M | Buy |
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|
2021
Q1 | $1.78K | Buy |
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|
2020
Q4 | $905K | Buy |
|