Advocacy Wealth Management Services’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 | $1.12M | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $996K | Hold |
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|
2024
Q2 | $945K | Sell |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $952K | Hold |
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|
2023
Q2 | $988K | Sell |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $3.43M | Buy |
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|
2022
Q2 | $3.25M | Buy |
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|
2022
Q1 | $3.7M | Buy |
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|
2021
Q4 | $3.77M | Sell |
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|
2021
Q3 | $4.11M | Sell |
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|
2021
Q2 | $4.34M | Sell |
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|
2021
Q1 | $4.08M | Sell |
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|
2020
Q4 | $3.89M | Buy |
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|
2020
Q3 | $2.69M | Buy |
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|
2020
Q2 | $1.95M | Buy |
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|
2020
Q1 | $1.12M | Buy |
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|
2019
Q4 | $590K | Buy |
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|
2019
Q3 | $347K | Buy |
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|
2019
Q2 | $104K | Hold |
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|
2019
Q1 | $102K | Sell |
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|
2018
Q4 | $106K | Sell |
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|
2018
Q3 | $321K | Buy |
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|
2018
Q2 | $34K | Hold |
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|
2018
Q1 | $33K | Hold |
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|
2017
Q4 | $34K | Hold |
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|
2017
Q3 | $32K | Hold |
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|
2017
Q2 | $31K | Hold |
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|
2017
Q1 | $30K | Sell |
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|
2016
Q4 | $62K | Buy |
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|
2016
Q3 | $28K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $17K | Buy |
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|
2013
Q3 | $178K | Sell |
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|
2013
Q2 | $427K | Buy |
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