Adamsbrown Wealth Consultants’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
Q3 | $268K | Buy |
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|
2025
Q2 | $227K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $212K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $498K | Buy |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $609K | Sell |
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|
2022
Q1 | $839K | Buy |
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|
2021
Q4 | $816K | Buy |
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