Buttonwood Financial Advisors’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 | $513K | Sell |
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|
2025
Q2 | $516K | Sell |
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|
2025
Q1 | $470K | Hold |
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|
2024
Q4 | $492K | Buy |
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|
2024
Q3 | $478K | Buy |
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|
2024
Q2 | $447K | Buy |
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|
2024
Q1 | $395K | Sell |
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|
2023
Q4 | $363K | Sell |
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|
2023
Q3 | $333K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $200K | Sell |
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|
2021
Q4 | $221K | Buy |
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