Abacus Wealth Partners’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 | $339K | Buy |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $491K | Buy |
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|
2024
Q1 | $441K | Buy |
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|
2023
Q4 | $276K | Sell |
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|
2023
Q3 | $500K | Sell |
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|
2023
Q2 | $729K | Sell |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $254K | Buy |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $282K | Sell |
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|
2021
Q4 | $322K | Sell |
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|
2021
Q3 | $469K | Buy |
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|
2021
Q2 | $450K | Buy |
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