Aletheian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.46M | Sell |
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|
2025
Q1 | $6.76M | Sell |
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|
2024
Q4 | $7.12M | Sell |
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|
2024
Q3 | $7M | Sell |
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|
2024
Q2 | $9.56M | Hold |
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|
2024
Q1 | $9.19M | Sell |
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|
2023
Q4 | $8.37M | Sell |
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|
2023
Q3 | $7.6M | Buy |
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|
2023
Q2 | $7.51M | Sell |
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|
2023
Q1 | $7.42M | Sell |
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|
2022
Q4 | $7.01M | Sell |
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|
2022
Q3 | $6.57M | Sell |
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|
2022
Q2 | $6.97M | Sell |
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|
2022
Q1 | $8.64M | Sell |
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|
2021
Q4 | $11.1M | Buy |
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