Beaird Harris 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
Q2 | $12.8M | Buy |
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|
2025
Q1 | $10.7M | Sell |
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|
2024
Q4 | $11.5M | Buy |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $10.2M | Sell |
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|
2024
Q1 | $9.91M | Sell |
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|
2023
Q4 | $9.55M | Buy |
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|
2023
Q3 | $8.5M | Sell |
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|
2023
Q2 | $8.88M | Sell |
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|
2023
Q1 | $8.48M | Sell |
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|
2022
Q4 | $9.51M | Buy |
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|
2022
Q3 | $6.61M | Buy |
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|
2022
Q2 | $2.39M | Buy |
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|
2022
Q1 | $918K | Buy |
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|
2021
Q4 | $851K | Buy |
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