Baker Tilly Wealth Management’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 | $2.54M | Sell |
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|
2025
Q2 | $2.4M | Sell |
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|
2025
Q1 | $2.19M | Buy |
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|
2024
Q4 | $2.26M | Sell |
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|
2024
Q3 | $2.34M | Sell |
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|
2024
Q2 | $5.05M | Sell |
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|
2024
Q1 | $8.42M | Sell |
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|
2023
Q4 | $8.93M | Sell |
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|
2023
Q3 | $8.23M | Sell |
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|
2023
Q2 | $8.9M | Buy |
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|
2023
Q1 | $7.89M | Buy |
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|
2022
Q4 | $6.88M | Buy |
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|
2022
Q3 | $5.96M | Buy |
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|
2022
Q2 | $6M | Sell |
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|
2022
Q1 | $7.3M | Buy |
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|
2021
Q4 | $7.62M | Buy |
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|
2021
Q3 | $6.29M | Buy |
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|
2021
Q2 | $5.92M | Buy |
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|
2021
Q1 | $5.45M | Buy |
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|
2020
Q4 | $5M | Buy |
|