Astoria Strategic Wealth’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 | $6.8M | Sell |
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|
2025
Q1 | $6.61M | Buy |
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|
2024
Q4 | $6.5M | Buy |
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|
2024
Q3 | $6.35M | Sell |
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|
2024
Q2 | $6.18M | Buy |
|
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|
2024
Q1 | $5.72M | Buy |
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|
2023
Q4 | $5.04M | Buy |
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|
2023
Q3 | $4.5M | Buy |
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|
2023
Q2 | $4.56M | Buy |
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|
2023
Q1 | $4.2M | Buy |
|
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|
2022
Q4 | $3.79M | Buy |
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|
2022
Q3 | $3.27M | Sell |
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|
2022
Q2 | $3.49M | Sell |
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|
2022
Q1 | $5.1M | Buy |
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|
2021
Q4 | $5.08M | Buy |
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