Accurate 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 | $1.76M | Sell |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $2.15M | Buy |
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|
2024
Q2 | $694K | Buy |
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|
2024
Q1 | $572K | Buy |
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|
2023
Q4 | $344K | Sell |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $530K | Buy |
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|
2022
Q4 | $391K | Sell |
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|
2022
Q3 | $553K | Buy |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $207K | Buy |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $234K | Buy |
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