Alliance Wealth Management 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 | $24.5M | Buy |
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|
2025
Q1 | $21.4M | Buy |
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|
2024
Q4 | $21.9M | Buy |
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|
2024
Q3 | $20.9M | Buy |
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|
2024
Q2 | $18.5M | Buy |
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|
2024
Q1 | $16.4M | Buy |
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|
2023
Q4 | $14.2M | Buy |
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|
2023
Q2 | $12.1M | Buy |
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|
2023
Q1 | $10.6M | Buy |
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|
2022
Q4 | $8.86M | Buy |
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|
2022
Q3 | $7.79M | Buy |
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|
2022
Q2 | $7.02M | Buy |
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|
2022
Q1 | $7.22M | Buy |
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|
2021
Q4 | $6.74M | Buy |
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|
2021
Q3 | $5.95M | Buy |
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|
2021
Q2 | $4.99M | Buy |
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|
2021
Q1 | $879K | Sell |
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|
2020
Q4 | $847K | Sell |
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|
2020
Q3 | $935K | Sell |
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|
2020
Q2 | $908K | Buy |
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|
2020
Q1 | $764K | Buy |
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|
2019
Q4 | $917K | Sell |
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|
2019
Q3 | $857K | Buy |
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|
2019
Q2 | $3.61M | Sell |
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|
2019
Q1 | $870K | Buy |
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|
2018
Q4 | $526K | Buy |
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|
2018
Q3 | $588K | Sell |
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|
2018
Q2 | $593K | Sell |
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|
2018
Q1 | $766K | Buy |
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|
2017
Q4 | $601K | Sell |
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|
2017
Q3 | $12.7M | Buy |
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|
2017
Q2 | $6.26M | Sell |
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|
2017
Q1 | $6.37M | Buy |
|