Aspire Private Capital’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 | $1.76M | Sell |
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|
2025
Q1 | $2.78M | Sell |
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|
2024
Q4 | $3.25M | Sell |
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|
2024
Q3 | $3.38M | Buy |
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|
2024
Q2 | $3.17M | Sell |
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|
2024
Q1 | $3.4M | Sell |
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|
2023
Q4 | $3.84M | Buy |
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|
2023
Q3 | $3.11M | Buy |
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|
2023
Q2 | $2.81M | Buy |
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|
2023
Q1 | $2.57M | Sell |
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|
2022
Q4 | $2.56M | Buy |
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|
2022
Q3 | $1.68M | Sell |
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|
2022
Q2 | $1.94M | Sell |
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|
2022
Q1 | $2.36M | Sell |
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|
2021
Q4 | $2.49M | Buy |
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|
2021
Q3 | $1.92M | Sell |
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|
2021
Q2 | $2.1M | Buy |
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|
2021
Q1 | $1.78M | Buy |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $940K | Buy |
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|
2020
Q2 | $853K | Sell |
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|
2020
Q1 | $894K | Sell |
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|
2019
Q4 | $1.17M | Buy |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $719K | Buy |
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|
2018
Q4 | $594K | Buy |
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