Addison 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 | $769K | Sell |
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|
2025
Q1 | $703K | Sell |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $722K | Sell |
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|
2024
Q2 | $740K | Sell |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $822K | Sell |
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|
2023
Q3 | $847K | Buy |
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|
2023
Q2 | $739K | Buy |
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|
2023
Q1 | $601K | Sell |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $884K | Sell |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $2.25M | Buy |
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|
2021
Q4 | $867K | Sell |
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|
2021
Q3 | $800K | Sell |
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|
2021
Q2 | $802K | Buy |
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|
2020
Q4 | $728K | Buy |
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