Collaborative 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 | $788K | Buy |
|
|||||
|
2025
Q1 | $675K | Sell |
|
|||||
|
2024
Q4 | $747K | Buy |
|
|||||
|
2024
Q3 | $714K | Buy |
|
|||||
|
2024
Q2 | $614K | Buy |
|
|||||
|
2024
Q1 | $508K | Sell |
|
|||||
|
2023
Q4 | $463K | Sell |
|
|||||
|
2023
Q3 | $1.13M | Buy |
|
|||||
|
2023
Q2 | $1.15M | Buy |
|
|||||
|
2023
Q1 | $1.02M | Buy |
|
|||||
|
2022
Q4 | $947K | Buy |
|