Carson Advisory’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 | $370K | Sell |
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|
2025
Q1 | $360K | Hold |
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|
2024
Q4 | $377K | Sell |
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|
2024
Q3 | $753K | Buy |
|
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|
2024
Q2 | $707K | Sell |
|
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|
2024
Q1 | $745K | Buy |
|
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|
2023
Q4 | $658K | Sell |
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|
2023
Q3 | $660K | Sell |
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|
2023
Q2 | $694K | Sell |
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|
2023
Q1 | $669K | Sell |
|
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|
2022
Q4 | $629K | Sell |
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $611K | Buy |
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|
2022
Q1 | $718K | Buy |
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|
2021
Q4 | $649K | Buy |
|