Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $7.04M | Buy |
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|
2024
Q4 | $7.03M | Sell |
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|
2024
Q3 | $6.91M | Sell |
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|
2024
Q2 | $6.59M | Buy |
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|
2024
Q1 | $5.61M | Buy |
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|
2023
Q4 | $3.75M | Buy |
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|
2023
Q3 | $3.2M | Sell |
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|
2023
Q2 | $13.4M | Sell |
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|
2023
Q1 | $12.3M | Sell |
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|
2022
Q4 | $11.8M | Buy |
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|
2022
Q3 | $10.8M | Sell |
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|
2022
Q2 | $11.6M | Sell |
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|
2022
Q1 | $15.9M | Buy |
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|
2021
Q4 | $16.2M | Sell |
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|
2021
Q3 | $15.4M | Sell |
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|
2021
Q2 | $15.5M | Buy |
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|
2021
Q1 | $13.6M | Buy |
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|
2020
Q4 | $12.3M | Buy |
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|
2020
Q3 | $10.7M | Sell |
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|
2020
Q2 | $10.1M | Sell |
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|
2020
Q1 | $8.6M | Buy |
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|
2019
Q4 | $3.65M | Buy |
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