CarsonAllaria Wealth Management’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 | $283K | Buy |
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|
2025
Q2 | $262K | Sell |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $255K | Buy |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $464K | Buy |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $83.8K | Sell |
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|
2023
Q1 | $77.5K | Buy |
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|
2022
Q4 | $72K | Hold |
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|
2022
Q3 | $67K | Buy |
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|
2022
Q2 | $71K | Sell |
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|
2022
Q1 | $90K | Hold |
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|
2021
Q4 | $95K | Buy |
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