BNC 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
Q3 | $1M | Buy |
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|
2025
Q2 | $270K | Buy |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $846K | Hold |
|
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|
2024
Q3 | $829K | Sell |
|
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|
2024
Q2 | $840K | Buy |
|
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|
2024
Q1 | $755K | Buy |
|
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|
2023
Q4 | $532K | Hold |
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|
2023
Q3 | $478K | Hold |
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|
2023
Q2 | $497K | Hold |
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|
2023
Q1 | $458K | Hold |
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|
2022
Q4 | $428K | Hold |
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|
2022
Q3 | $400K | Hold |
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|
2022
Q2 | $422K | Hold |
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|
2022
Q1 | $505K | Sell |
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|
2021
Q4 | $532K | Buy |
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|
2021
Q3 | $293K | Hold |
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|
2021
Q2 | $292K | Hold |
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|
2021
Q1 | $270K | Buy |
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|
2020
Q4 | $254K | Buy |
|