Benchmark Financial 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 | $4.38M | Sell |
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|
2025
Q1 | $4.56M | Buy |
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|
2024
Q4 | $3.02M | Buy |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $920K | Buy |
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|
2022
Q3 | $820K | Sell |
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|
2022
Q2 | $916K | Buy |
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|
2022
Q1 | $951K | Buy |
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|
2021
Q4 | $997K | Buy |
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|
2021
Q3 | $787K | Sell |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $909K | Sell |
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|
2020
Q4 | $1.93M | Buy |
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|
2020
Q3 | $1.49M | Buy |
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|
2020
Q2 | $1.36M | Sell |
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|
2020
Q1 | $2.45M | Buy |
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|
2019
Q4 | $2.87M | Buy |
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|
2019
Q3 | $2.19M | Buy |
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|
2019
Q2 | $1.36M | Buy |
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|
2019
Q1 | $1.13M | Buy |
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|
2018
Q4 | $778K | Buy |
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