ClientFirst 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 | $1.48M | Hold |
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|
2025
Q1 | $1.34M | Hold |
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|
2024
Q4 | $1.41M | Buy |
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|
2023
Q3 | $1.05M | Hold |
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|
2023
Q2 | $1.08M | Hold |
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|
2023
Q1 | $980K | Hold |
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|
2022
Q4 | $919K | Hold |
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|
2022
Q3 | $948K | Hold |
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|
2022
Q2 | $907K | Hold |
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|
2022
Q1 | $1.08M | Hold |
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|
2021
Q4 | $1.09M | Buy |
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