Clearview 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
Q2 | $744K | Sell |
|
|||||
|
2025
Q1 | $770K | Buy |
|
|||||
|
2024
Q4 | $806K | Sell |
|
|||||
|
2024
Q3 | $817K | Buy |
|
|||||
|
2024
Q2 | $774K | Sell |
|
|||||
|
2024
Q1 | $747K | Sell |
|
|||||
|
2023
Q4 | $782K | Buy |
|
|||||
|
2023
Q3 | $702K | Sell |
|
|||||
|
2023
Q2 | $751K | Sell |
|
|||||
|
2023
Q1 | $727K | Buy |
|
|||||
|
2022
Q4 | $678K | Buy |
|
|||||
|
2022
Q3 | $633K | Sell |
|
|||||
|
2022
Q2 | $673K | Sell |
|
|||||
|
2022
Q1 | $848K | Buy |
|
|||||
|
2021
Q4 | $814K | Sell |
|
|||||
|
2021
Q3 | $743K | Buy |
|
|||||
|
2021
Q2 | $740K | Sell |
|
|||||
|
2021
Q1 | $1.26M | Buy |
|
|||||
|
2020
Q4 | $1.02M | Buy |
|