Advocate Group’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 | $279K | Buy |
|
|||||
|
2025
Q1 | $233K | Hold |
|
|||||
|
2024
Q4 | $244K | Hold |
|
|||||
|
2024
Q3 | $239K | Hold |
|
|||||
|
2024
Q2 | $227K | Hold |
|
|||||
|
2024
Q1 | $218K | Sell |
|
|||||
|
2023
Q4 | $287K | Hold |
|
|||||
|
2023
Q3 | $258K | Hold |
|
|||||
|
2023
Q2 | $267K | Hold |
|
|||||
|
2023
Q1 | $247K | Hold |
|
|||||
|
2022
Q4 | $231K | Hold |
|
|||||
|
2022
Q3 | $215K | Hold |
|
|||||
|
2022
Q2 | $227K | Buy |
|