Alaethes Wealth’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 | $3.4M | Buy |
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|
2025
Q1 | $3.04M | Sell |
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|
2024
Q4 | $3.34M | Buy |
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|
2024
Q3 | $2.93M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $937K | Sell |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $917K | Sell |
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|
2023
Q2 | $1,000K | Buy |
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|
2023
Q1 | $901K | Buy |
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|
2022
Q4 | $406K | Sell |
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|
2022
Q3 | $399K | Buy |
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|
2022
Q2 | $413K | Buy |
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|
2022
Q1 | $490K | Buy |
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|
2021
Q4 | $483K | Buy |
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|
2021
Q3 | $403K | Buy |
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|
2021
Q2 | $370K | Sell |
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|
2021
Q1 | $439K | Buy |
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