Adams 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 | $29.9M | Buy |
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|
2025
Q1 | $25.5M | Sell |
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|
2024
Q4 | $34.9M | Buy |
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|
2024
Q3 | $25.5M | Sell |
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|
2024
Q2 | $24.3M | Buy |
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|
2024
Q1 | $23.3M | Buy |
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|
2023
Q4 | $21.2M | Sell |
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|
2023
Q3 | $25.1M | Sell |
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|
2023
Q2 | $26.2M | Buy |
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|
2023
Q1 | $23.5M | Sell |
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|
2022
Q4 | $25.5M | Buy |
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|
2022
Q3 | $13.4M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $0 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.52M | Buy |
|