Cerro Pacific Wealth Advisors’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 | $2.17M | Sell |
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|
2025
Q2 | $2.45M | Buy |
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|
2025
Q1 | $2.15M | Sell |
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|
2024
Q4 | $2.19M | Sell |
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|
2024
Q3 | $2.09M | Hold |
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|
2024
Q2 | $2.09M | Buy |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $2.04M | Buy |
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|
2022
Q3 | $1.58M | Sell |
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|
2022
Q2 | $3.32M | Sell |
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|
2022
Q1 | $6.54M | Sell |
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|
2021
Q4 | $7.05M | Buy |
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|
2021
Q3 | $6.31M | Sell |
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|
2021
Q2 | $6.86M | Buy |
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|
2020
Q4 | $4.28M | Buy |
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