Birchcreek 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 | $1.31M | Buy |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.43M | Hold |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $993K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $934K | Buy |
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|
2022
Q3 | $869K | Buy |
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|
2022
Q2 | $890K | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.08M | Sell |
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|
2021
Q3 | $985K | Sell |
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|
2021
Q2 | $987K | Sell |
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|
2021
Q1 | $921K | Sell |
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|
2020
Q4 | $898K | Buy |
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