Aberdeen 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
Q3 | $201K | Hold |
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|
2025
Q2 | $186K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $177K | Hold |
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|
2024
Q3 | $173K | Hold |
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|
2024
Q2 | $164K | Sell |
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|
2024
Q1 | $513K | Hold |
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|
2023
Q4 | $466K | Hold |
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|
2023
Q3 | $419K | Hold |
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|
2023
Q2 | $435K | Hold |
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|
2023
Q1 | $401K | Hold |
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|
2022
Q4 | $375K | Hold |
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|
2022
Q3 | $350K | Hold |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $453K | Hold |
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|
2021
Q4 | $477K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $407K | Hold |
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|
2020
Q4 | $385K | Hold |
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|
2020
Q3 | $344K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $643K | Buy |
|