Capital Group Private Client Services’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
Q2 | $9.89M | Buy |
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|
2025
Q1 | $8.2M | Buy |
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|
2024
Q4 | $8.11M | Buy |
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|
2024
Q3 | $5.57M | Buy |
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|
2024
Q2 | $5.02M | Buy |
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|
2024
Q1 | $3.12M | Sell |
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|
2023
Q4 | $4.28M | Buy |
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|
2023
Q3 | $2.37M | Buy |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $920K | Sell |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.34M | Buy |
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