Beacon Financial Strategies’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 | $619K | Hold |
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|
2025
Q2 | $574K | Hold |
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|
2025
Q1 | $520K | Hold |
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|
2024
Q4 | $544K | Hold |
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|
2024
Q3 | $533K | Hold |
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|
2024
Q2 | $506K | Hold |
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|
2024
Q1 | $486K | Hold |
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|
2023
Q4 | $442K | Hold |
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|
2023
Q3 | $397K | Hold |
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|
2023
Q2 | $412K | Hold |
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|
2023
Q1 | $380K | Hold |
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|
2022
Q4 | $355K | Hold |
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|
2022
Q3 | $332K | Hold |
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|
2022
Q2 | $351K | Hold |
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|
2022
Q1 | $420K | Hold |
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|
2021
Q4 | $441K | Hold |
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|
2021
Q3 | $398K | Hold |
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|
2021
Q2 | $398K | Buy |
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