Atria Wealth Solutions’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 | $122M | Sell |
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|
2025
Q1 | $240M | Sell |
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|
2024
Q4 | $258M | Sell |
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|
2024
Q3 | $271M | Sell |
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|
2024
Q2 | $263M | Sell |
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|
2024
Q1 | $264M | Sell |
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|
2023
Q4 | $253M | Buy |
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|
2023
Q3 | $205M | Buy |
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|
2023
Q2 | $196M | Buy |
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|
2023
Q1 | $165M | Buy |
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|
2022
Q4 | $151M | Buy |
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|
2022
Q3 | $136M | Buy |
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|
2022
Q2 | $114M | Sell |
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|
2022
Q1 | $149M | Buy |
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