CapWealth 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 | $2.87M | Sell |
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|
2025
Q2 | $2.67M | Sell |
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|
2025
Q1 | $2.42M | Hold |
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|
2024
Q4 | $2.54M | Hold |
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|
2024
Q3 | $2.49M | Hold |
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|
2024
Q2 | $2.36M | Sell |
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|
2024
Q1 | $2.31M | Sell |
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|
2023
Q4 | $2.14M | Sell |
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|
2023
Q3 | $2M | Sell |
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|
2023
Q2 | $2.5M | Sell |
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|
2023
Q1 | $2.41M | Sell |
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|
2022
Q4 | $2.3M | Buy |
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|
2022
Q3 | $2.1M | Buy |
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|
2022
Q2 | $2.22M | Sell |
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|
2022
Q1 | $2.73M | Sell |
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|
2021
Q4 | $2.88M | Sell |
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|
2021
Q3 | $2.61M | Sell |
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|
2021
Q2 | $2.61M | Buy |
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|
2021
Q1 | $2.3M | Buy |
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|
2020
Q4 | $2.15M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $838K | Buy |
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