Boyd 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 | $10.7M | Sell |
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|
2025
Q2 | $10M | Sell |
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|
2025
Q1 | $9.28M | Sell |
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|
2024
Q4 | $9.74M | Buy |
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|
2024
Q3 | $9.53M | Sell |
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|
2024
Q2 | $9.07M | Sell |
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|
2024
Q1 | $8.85M | Sell |
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|
2023
Q4 | $8.12M | Sell |
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|
2023
Q3 | $7.36M | Buy |
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|
2023
Q2 | $7.59M | Hold |
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|
2023
Q1 | $7M | Buy |
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|
2022
Q4 | $6.24M | Sell |
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|
2022
Q3 | $6.33M | Sell |
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|
2022
Q2 | $6.79M | Sell |
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|
2022
Q1 | $9.36M | Sell |
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|
2021
Q4 | $10.5M | Buy |
|