Beacon Bridge Wealth Partners’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 | $9.97M | Sell |
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|
2025
Q1 | $9.04M | Buy |
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|
2024
Q4 | $9.21M | Buy |
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|
2024
Q3 | $8.36M | Buy |
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|
2024
Q2 | $7.46M | Sell |
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|
2024
Q1 | $7.2M | Sell |
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|
2023
Q4 | $6.75M | Buy |
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|
2023
Q3 | $5.41M | Buy |
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|
2023
Q2 | $5.13M | Buy |
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|
2023
Q1 | $4.03M | Buy |
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|
2022
Q4 | $2.44M | Buy |
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