Allegheny Financial 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 | $2.42M | Buy |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $1.87M | Sell |
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $600K | Sell |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $744K | Buy |
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|
2022
Q3 | $674K | Buy |
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|
2022
Q2 | $683K | Sell |
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|
2022
Q1 | $935K | Buy |
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|
2021
Q4 | $864K | Sell |
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|
2021
Q3 | $827K | Sell |
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|
2021
Q2 | $841K | Hold |
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|
2021
Q1 | $778K | Buy |
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|
2020
Q4 | $708K | Buy |
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