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