Beacon Wealthcare LLC’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 | $510K | Buy |
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|
2025
Q2 | $380K | Buy |
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|
2025
Q1 | $339K | Hold |
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|
2024
Q4 | $355K | Sell |
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|
2024
Q3 | $368K | Buy |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $317K | Buy |
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|
2023
Q4 | $265K | Hold |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $228K | Hold |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $296K | Buy |
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