Avion 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
Q2 | $897K | Buy |
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|
2025
Q1 | $842K | Hold |
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|
2024
Q4 | $842K | Sell |
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|
2024
Q3 | $830K | Buy |
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|
2024
Q2 | $695K | Buy |
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|
2024
Q1 | $652K | Sell |
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|
2023
Q4 | $629K | Sell |
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|
2023
Q3 | $577K | Hold |
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|
2023
Q2 | $599K | Hold |
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|
2023
Q1 | $516K | Buy |
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|
2022
Q4 | $482K | Hold |
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|
2022
Q3 | $483K | Buy |
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|
2022
Q2 | $503K | Hold |
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|
2022
Q1 | $602K | Sell |
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|
2021
Q4 | $784K | Hold |
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|
2021
Q3 | $708K | Hold |
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|
2021
Q2 | $707K | Sell |
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|
2021
Q1 | $756K | Buy |
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|
2020
Q4 | $608K | Hold |
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|
2020
Q3 | $544K | Hold |
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|
2020
Q2 | $502K | Sell |
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|
2020
Q1 | $459K | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $1.01M | Buy |
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