Bradley & Co Private 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 | $63.6K | Hold |
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|
2025
Q2 | $59K | Hold |
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|
2025
Q1 | $53.4K | Hold |
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|
2024
Q4 | $55.9K | Buy |
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|
2024
Q2 | $52K | Hold |
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|
2024
Q1 | $49.9K | Hold |
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|
2023
Q4 | $45.4K | Hold |
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|
2023
Q3 | $40.8K | Hold |
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|
2023
Q2 | $42.3K | Hold |
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|
2023
Q1 | $39.1K | Hold |
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|
2022
Q4 | $36.5K | Sell |
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|
2022
Q3 | $305K | Hold |
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|
2022
Q2 | $322K | Buy |
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