Alaska Wealth 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
2024
Q4
Sell
2024
Q3
$2.88K Hold
2024
Q2
$2.74K Hold
2024
Q1
$2.63K Hold
2023
Q4
$2.39K Hold
2023
Q3
$2.15K Sell
2023
Q2
$172K Buy
2023
Q1
$2.06K Buy
2020
Q3
Sell
2020
Q2
$595K Buy
2020
Q1
Sell
2019
Q4
$39.1M Buy
2019
Q3
$4.52M Buy
2019
Q2
$2.78M Hold
2019
Q1
$2.78M Buy
2018
Q4
$1.71M Buy