Badgley Phelps Wealth Managers’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 | $7.21M | Buy |
|
|||||
|
2025
Q2 | $6.63M | Buy |
|
|||||
|
2025
Q1 | $5.91M | Sell |
|
|||||
|
2024
Q4 | $6.21M | Buy |
|
|||||
|
2024
Q3 | $6.02M | Sell |
|
|||||
|
2024
Q2 | $5.94M | Sell |
|
|||||
|
2024
Q1 | $5.87M | Buy |
|
|||||
|
2023
Q4 | $5.33M | Sell |
|
|||||
|
2023
Q3 | $4.89M | Buy |
|
|||||
|
2023
Q2 | $4.88M | Buy |
|
|||||
|
2023
Q1 | $3.33M | Sell |
|
|||||
|
2022
Q4 | $3.64M | Buy |
|
|||||
|
2022
Q3 | $2.76M | Buy |
|
|||||
|
2022
Q2 | $2.8M | Buy |
|
|||||
|
2022
Q1 | $2.45M | Sell |
|
|||||
|
2021
Q4 | $2.59M | Sell |
|
|||||
|
2021
Q3 | $2.51M | Buy |
|