BlackDiamond 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 | $310K | Sell |
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|
2025
Q1 | $338K | Sell |
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|
2024
Q4 | $370K | Sell |
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|
2024
Q3 | $377K | Sell |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $393K | Buy |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $352K | Buy |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $469K | Sell |
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|
2022
Q1 | $549K | Buy |
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|
2021
Q4 | $401K | Buy |
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