Cardiff Park 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
Q2 | $6.96M | Sell |
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|
2025
Q1 | $7.37M | Sell |
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|
2024
Q4 | $9.05M | Buy |
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|
2024
Q3 | $8.85M | Sell |
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|
2024
Q2 | $8.47M | Buy |
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|
2024
Q1 | $8.11M | Buy |
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|
2023
Q4 | $7.31M | Buy |
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|
2023
Q3 | $6.54M | Hold |
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|
2023
Q2 | $6.79M | Sell |
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|
2023
Q1 | $6.29M | Sell |
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|
2022
Q4 | $6.03M | Sell |
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|
2022
Q3 | $5.9M | Buy |
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|
2022
Q2 | $6.2M | Buy |
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|
2022
Q1 | $7.4M | Buy |
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|
2021
Q4 | $6.75M | Buy |
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