Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.72M | Sell |
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|
2024
Q3 | $3.77M | Hold |
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|
2024
Q2 | $3.58M | Hold |
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|
2024
Q1 | $3.44M | Sell |
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|
2023
Q4 | $3.14M | Hold |
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|
2023
Q3 | $2.82M | Hold |
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|
2023
Q2 | $2.93M | Buy |
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|
2023
Q1 | $2.69M | Hold |
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|
2022
Q4 | $2.52M | Sell |
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|
2022
Q3 | $2.37M | Hold |
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|
2022
Q2 | $2.5M | Sell |
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|
2022
Q1 | $3.19M | Buy |
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|
2021
Q4 | $3.3M | Buy |
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