9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.28M | Sell |
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|
2024
Q2 | $7.86M | Sell |
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|
2024
Q1 | $7.62M | Sell |
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|
2023
Q4 | $6.99M | Sell |
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|
2023
Q3 | $6.54M | Sell |
|
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|
2023
Q2 | $7M | Sell |
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|
2023
Q1 | $7.48M | Sell |
|
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|
2022
Q4 | $7.25M | Sell |
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|
2022
Q3 | $7.01M | Sell |
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|
2022
Q2 | $8.01M | Sell |
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|
2022
Q1 | $9.78M | Buy |
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|
2021
Q4 | $7.68M | Buy |
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|
2021
Q3 | $6.01M | Buy |
|
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|
2021
Q2 | $5.6M | Buy |
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|
2021
Q1 | $4.46M | Sell |
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|
2020
Q4 | $4.29M | Buy |
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|
2020
Q3 | $3.73M | Sell |
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|
2020
Q2 | $3.65M | Buy |
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|
2020
Q1 | $3.33M | Sell |
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|
2019
Q4 | $3.87M | Buy |
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|
2019
Q3 | $1.01M | Sell |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $680K | Buy |
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|
2018
Q4 | $317K | Buy |
|