Avestar 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 | $21.1M | Buy |
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|
2025
Q1 | $11M | Sell |
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|
2024
Q4 | $12.6M | Buy |
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|
2024
Q3 | $7.49M | Sell |
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|
2024
Q2 | $7.21M | Sell |
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|
2024
Q1 | $7.06M | Sell |
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|
2023
Q4 | $8.3M | Sell |
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|
2023
Q3 | $8.21M | Sell |
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|
2023
Q2 | $11M | Buy |
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|
2023
Q1 | $9.77M | Sell |
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|
2022
Q4 | $9.35M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $220K | Sell |
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|
2019
Q1 | $219K | Sell |
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|
2018
Q4 | $232K | Buy |
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|
2018
Q3 | $255K | Sell |
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|
2018
Q2 | $330K | Buy |
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|
2018
Q1 | $128K | Sell |
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|
2017
Q4 | $506K | Buy |
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