Capital Advisors 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 | $40.8M | Buy |
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|
2025
Q2 | $37.4M | Sell |
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|
2025
Q1 | $35M | Buy |
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|
2024
Q4 | $35.8M | Buy |
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|
2024
Q3 | $34.3M | Sell |
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|
2024
Q2 | $32.8M | Buy |
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|
2024
Q1 | $31M | Buy |
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|
2023
Q4 | $27.4M | Buy |
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|
2023
Q3 | $23M | Buy |
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|
2023
Q2 | $22.4M | Buy |
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|
2023
Q1 | $19.7M | Buy |
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|
2022
Q4 | $17.5M | Buy |
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|
2022
Q3 | $15M | Buy |
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|
2022
Q2 | $15.3M | Buy |
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|
2022
Q1 | $16.9M | Buy |
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|
2021
Q4 | $17.6M | Buy |
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|
2021
Q3 | $15.4M | Buy |
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|
2021
Q2 | $15.2M | Buy |
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|
2021
Q1 | $13.4M | Buy |
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