Burton Enright Welch’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
Q4 | $2.27M | Buy |
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|
2025
Q3 | $2.08M | Hold |
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|
2025
Q2 | $1.93M | Buy |
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|
2025
Q1 | $762K | Sell |
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|
2024
Q4 | $861K | Buy |
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|
2024
Q3 | $712K | Hold |
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|
2024
Q2 | $676K | Sell |
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|
2024
Q1 | $650K | Hold |
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|
2023
Q4 | $590K | Sell |
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|
2023
Q3 | $531K | Buy |
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|
2023
Q2 | $205K | Buy |
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