Brady Family Wealth’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 | $6.13M | Buy |
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|
2025
Q2 | $5.68M | Buy |
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|
2025
Q1 | $5.09M | Sell |
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|
2024
Q4 | $5.5M | Sell |
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|
2024
Q3 | $5.42M | Buy |
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|
2024
Q2 | $5.01M | Buy |
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|
2024
Q1 | $4.78M | Buy |
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|
2023
Q4 | $4.23M | Buy |
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|
2023
Q3 | $3.65M | Buy |
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|
2023
Q2 | $3.78M | Sell |
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|
2023
Q1 | $3.49M | Buy |
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|
2022
Q4 | $3.11M | Buy |
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