Client 1st Advisory Group’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 | $2.56M | Hold |
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|
2025
Q2 | $2.37M | Buy |
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|
2025
Q1 | $2.11M | Hold |
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|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $1.91M | Sell |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.39M | Sell |
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $793K | Buy |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $323K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $290K | Buy |
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