Acorn Wealth Advisors’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 | $288K | Sell |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $313K | Sell |
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|
2024
Q2 | $562K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $365K | Sell |
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|
2020
Q4 | $345K | Buy |
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|
2020
Q3 | $302K | Sell |
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|
2020
Q2 | $281K | Buy |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $329K | Buy |
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|
2019
Q3 | $314K | Sell |
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|
2019
Q2 | $326K | Buy |
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|
2019
Q1 | $308K | Sell |
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|
2018
Q4 | $291K | Buy |
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|
2018
Q3 | $308K | Sell |
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|
2018
Q2 | $310K | Sell |
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|
2018
Q1 | $304K | Sell |
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|
2017
Q4 | $317K | Buy |
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