Avidian Wealth Enterprises’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 | $376M | Buy |
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|
2025
Q1 | $322M | Buy |
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|
2024
Q4 | $330M | Buy |
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|
2024
Q3 | $302M | Buy |
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|
2024
Q2 | $278M | Buy |
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|
2024
Q1 | $251M | Sell |
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|
2023
Q4 | $232M | Buy |
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|
2023
Q3 | $186M | Buy |
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|
2023
Q2 | $191M | Sell |
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|
2023
Q1 | $202M | Buy |
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|
2022
Q4 | $170M | Sell |
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|
2022
Q3 | $186M | Buy |
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|
2022
Q2 | $181M | Buy |
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|
2022
Q1 | $210M | Buy |
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|
2021
Q4 | $202M | Buy |
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|
2021
Q3 | $177M | Buy |
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|
2021
Q2 | $170M | Buy |
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|
2021
Q1 | $147M | Sell |
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|
2020
Q4 | $142M | Buy |
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|
2020
Q3 | $112M | Buy |
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|
2020
Q2 | $89.8M | Buy |
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|
2020
Q1 | $7.25M | Buy |
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|
2019
Q4 | $5.48M | Buy |
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|
2019
Q3 | $3.5M | Buy |
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|
2019
Q2 | $609K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $283K | Buy |
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|
2018
Q3 | $241K | Sell |
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|
2018
Q2 | $267K | Sell |
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|
2018
Q1 | $315K | Buy |
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|
2017
Q4 | $264 | Buy |
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|
2017
Q3 | $249K | Sell |
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|
2017
Q2 | $415K | Buy |
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|
2017
Q1 | $391K | Buy |
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