Centennial Wealth 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
Q3 | $20.4M | Buy |
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|
2025
Q2 | $18M | Sell |
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|
2025
Q1 | $24.5M | Buy |
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|
2024
Q4 | $8.33M | Sell |
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|
2024
Q3 | $15M | Sell |
|
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|
2024
Q2 | $17.4M | Buy |
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|
2024
Q1 | $16.4M | Buy |
|
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|
2023
Q4 | $8.69M | Sell |
|
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|
2023
Q3 | $9.77M | Sell |
|
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|
2023
Q2 | $15.6M | Sell |
|
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|
2023
Q1 | $14.5M | Buy |
|
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|
2022
Q4 | $5.98M | Sell |
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|
2022
Q3 | $14.6M | Buy |
|
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|
2022
Q2 | $4.25M | Sell |
|
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|
2022
Q1 | $5.59M | Sell |
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|
2021
Q4 | $12.1M | Buy |
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|
2021
Q3 | $10M | Buy |
|
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|
2021
Q2 | $4.81M | Sell |
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|
2021
Q1 | $4.48M | Sell |
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|
2020
Q4 | $4.53M | Buy |
|