Allie Family Office’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 | $2.59M | Buy |
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|
2025
Q1 | $2.15M | Buy |
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|
2024
Q4 | $1.91M | Sell |
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|
2024
Q3 | $2.28M | Sell |
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|
2024
Q2 | $2.49M | Sell |
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|
2024
Q1 | $3.01M | Sell |
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|
2023
Q4 | $2.89M | Buy |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $491K | Buy |
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