Beam Wealth Advisors’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 | $62.2M | Buy |
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|
2025
Q1 | $55.4M | Sell |
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|
2024
Q4 | $59M | Buy |
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|
2024
Q3 | $57.2M | Buy |
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|
2024
Q2 | $50.2M | Buy |
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|
2024
Q1 | $13.1M | Buy |
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|
2023
Q4 | $11.6M | Sell |
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|
2023
Q3 | $10.7M | Sell |
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|
2023
Q2 | $11.4M | Buy |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.77M | Sell |
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|
2022
Q1 | $3.81M | Buy |
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|
2021
Q4 | $3.89M | Sell |
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|
2021
Q3 | $3.98M | Sell |
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|
2021
Q2 | $4.5M | Sell |
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|
2021
Q1 | $4.37M | Buy |
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|
2020
Q4 | $3.75M | Sell |
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|
2020
Q3 | $4.03M | Buy |
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|
2020
Q2 | $3.56M | Sell |
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|
2020
Q1 | $7.48M | Buy |
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|
2019
Q4 | $6.51M | Buy |
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