Atticus 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 | $355K | Buy |
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|
2025
Q1 | $70.2K | Sell |
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|
2024
Q4 | $78.9K | Sell |
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|
2024
Q3 | $88.3K | Buy |
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|
2024
Q2 | $73.3K | Sell |
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|
2024
Q1 | $71K | Hold |
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|
2023
Q4 | $64.5K | Sell |
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|
2023
Q3 | $62.3K | Hold |
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|
2023
Q2 | $64.6K | Hold |
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|
2023
Q1 | $59.6K | Sell |
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|
2022
Q4 | $148K | Hold |
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|
2022
Q3 | $146K | Hold |
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|
2022
Q2 | $146K | Hold |
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|
2022
Q1 | $175K | Hold |
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|
2021
Q4 | $184K | Hold |
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|
2021
Q3 | $166K | Hold |
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|
2021
Q2 | $166K | Hold |
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|
2021
Q1 | $154K | Sell |
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|
2020
Q4 | $151K | Buy |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $15K | Hold |
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|
2020
Q1 | $12K | Sell |
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|
2019
Q4 | $29K | Buy |
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