Chicago 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
Q2 | $1.16M | Hold |
|
|||||
|
2025
Q1 | $1.05M | Sell |
|
|||||
|
2024
Q4 | $1.12M | Hold |
|
|||||
|
2024
Q3 | $1.1M | Hold |
|
|||||
|
2024
Q2 | $1.04M | Buy |
|
|||||
|
2024
Q1 | $1M | Buy |
|
|||||
|
2023
Q4 | $822K | Hold |
|
|||||
|
2023
Q3 | $739K | Hold |
|
|||||
|
2023
Q2 | $767K | Sell |
|
|||||
|
2023
Q1 | $745K | Hold |
|
|||||
|
2022
Q4 | $696K | Buy |
|