Abundance Wealth Counselors’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 | $128M | Sell |
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|
2025
Q2 | $120M | Buy |
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|
2025
Q1 | $109M | Sell |
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|
2024
Q4 | $118M | Sell |
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|
2024
Q3 | $116M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $109M | Sell |
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|
2023
Q4 | $99.9M | Sell |
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|
2023
Q3 | $91.2M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $92.8M | Sell |
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|
2022
Q4 | $86.8M | Sell |
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|
2022
Q3 | $81.8M | Buy |
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|
2022
Q2 | $86.3M | Buy |
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|
2022
Q1 | $103M | Buy |
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|
2021
Q4 | $106M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $100M | Sell |
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|
2021
Q1 | $108M | Sell |
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|
2020
Q4 | $102M | Sell |
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|
2020
Q3 | $92.5M | Buy |
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|
2020
Q2 | $81.3M | Sell |
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|
2020
Q1 | $83.8M | Buy |
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|
2019
Q4 | $102M | Sell |
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|
2019
Q3 | $94.7M | Sell |
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|
2019
Q2 | $95.8M | Sell |
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|
2019
Q1 | $122M | Sell |
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|
2018
Q4 | $108M | Buy |
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