Activest 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 | $712K | Buy |
|
|||||
|
2025
Q1 | $643K | Buy |
|
|||||
|
2024
Q4 | $664K | Buy |
|
|||||
|
2024
Q3 | $643K | Buy |
|
|||||
|
2024
Q2 | $608K | Buy |
|
|||||
|
2024
Q1 | $576K | Sell |
|
|||||
|
2023
Q4 | $535K | Buy |
|
|||||
|
2023
Q3 | $477K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $449K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $206K | Buy |
|
|||||
|
2022
Q1 | $245K | Buy |
|
|||||
|
2021
Q4 | $257K | Buy |
|
|||||
|
2021
Q3 | $218K | Buy |
|
|||||
|
2021
Q2 | $216K | Buy |
|
|||||
|
2021
Q1 | $54K | Buy |
|