BIP Wealth’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 | $12.2M | Buy |
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|
2025
Q2 | $9.3M | Buy |
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|
2025
Q1 | $7.68M | Sell |
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|
2024
Q4 | $8.34M | Sell |
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|
2024
Q3 | $8.35M | Buy |
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|
2024
Q2 | $7.37M | Buy |
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|
2024
Q1 | $6.97M | Buy |
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|
2023
Q4 | $6.21M | Sell |
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|
2023
Q3 | $5.63M | Buy |
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|
2023
Q2 | $5.28M | Sell |
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|
2023
Q1 | $5.14M | Buy |
|