CM 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 | $14.3M | Buy |
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|
2025
Q1 | $7.79M | Buy |
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|
2024
Q4 | $6.49M | Buy |
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|
2024
Q3 | $5.94M | Buy |
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|
2024
Q2 | $4.72M | Sell |
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|
2024
Q1 | $4.65M | Sell |
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|
2023
Q4 | $4.72M | Hold |
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|
2023
Q3 | $4.45M | Buy |
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|
2023
Q2 | $3.86M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.67M | Hold |
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|
2022
Q3 | $2.49B | Sell |
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|
2022
Q2 | $2.65M | Buy |
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