Austin Private 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
Q3 | $3.41M | Buy |
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|
2025
Q2 | $3M | Sell |
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|
2025
Q1 | $2.72M | Sell |
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|
2024
Q4 | $2.9M | Sell |
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|
2024
Q3 | $3.18M | Buy |
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|
2024
Q2 | $2.49M | Sell |
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|
2024
Q1 | $2.38M | Sell |
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|
2023
Q4 | $2.18M | Buy |
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|
2023
Q3 | $1.95M | Sell |
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|
2023
Q2 | $2.21M | Buy |
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|
2023
Q1 | $1.87M | Sell |
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|
2022
Q4 | $1.76M | Hold |
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|
2022
Q3 | $1.64M | Sell |
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|
2022
Q2 | $1.74M | Sell |
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|
2022
Q1 | $2.41M | Buy |
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|
2021
Q4 | $2.54M | Sell |
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|
2021
Q3 | $2.3M | Buy |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $1.33M | Sell |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.24M | Sell |
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|
2020
Q2 | $1.16M | Sell |
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|
2020
Q1 | $1.05M | Sell |
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|
2019
Q4 | $1.32M | Buy |
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