Acima Private Wealth’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 | $26.2M | Buy |
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|
2025
Q1 | $23.7M | Buy |
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|
2024
Q4 | $21.5M | Sell |
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|
2024
Q3 | $22.6M | Buy |
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|
2024
Q2 | $21.2M | Sell |
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|
2024
Q1 | $20.4M | Sell |
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|
2023
Q4 | $19M | Buy |
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|
2023
Q3 | $15.1M | Buy |
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|
2023
Q2 | $7.99M | Sell |
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|
2023
Q1 | $7.52M | Buy |
|
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|
2022
Q4 | $6.87M | Buy |
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|
2022
Q3 | $6.28M | Hold |
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|
2022
Q2 | $6.63M | Buy |
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|
2022
Q1 | $7.32M | Buy |
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|
2021
Q4 | $6.98M | Buy |
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|
2021
Q3 | $5.44M | Sell |
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|
2021
Q2 | $5.61M | Sell |
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|
2021
Q1 | $5.3M | Buy |
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|
2020
Q4 | $4.93M | Buy |
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|
2020
Q3 | $4.36M | Buy |
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|
2020
Q2 | $3.52M | Buy |
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|
2020
Q1 | $2.73M | Buy |
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|
2019
Q4 | $279K | Hold |
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|
2019
Q3 | $257K | Hold |
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|
2019
Q2 | $254K | Hold |
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|
2019
Q1 | $246K | Buy |
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|
2018
Q4 | $150K | Buy |
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