Aprio Wealth Management’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 | $7.87M | Sell |
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|
2025
Q1 | $7.58M | Buy |
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|
2024
Q4 | $2.78M | Buy |
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|
2024
Q3 | $2.47M | Sell |
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|
2024
Q2 | $2.58M | Sell |
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|
2024
Q1 | $2.54M | Buy |
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|
2023
Q4 | $2.17M | Sell |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $2.38M | Buy |
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $1.95M | Sell |
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|
2022
Q2 | $2.12M | Sell |
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|
2022
Q1 | $2.66M | Sell |
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|
2021
Q4 | $2.97M | Sell |
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|
2021
Q3 | $2.74M | Sell |
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|
2021
Q2 | $2.76M | Buy |
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|
2020
Q4 | $2.32M | Buy |
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|
2020
Q3 | $1.87M | Buy |
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|
2020
Q2 | $1.41M | Buy |
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|
2020
Q1 | $724K | Sell |
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|
2019
Q4 | $1.8M | Buy |
|