Compton Wealth 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 | $862K | Hold |
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|
2025
Q2 | $799K | Hold |
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|
2025
Q1 | $723K | Hold |
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|
2024
Q4 | $758K | Sell |
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|
2024
Q3 | $1.07M | Hold |
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|
2024
Q2 | $1.02M | Hold |
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|
2024
Q1 | $975K | Buy |
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|
2023
Q4 | $615K | Hold |
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|
2023
Q3 | $553K | Buy |
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|
2023
Q2 | $566K | Hold |
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|
2023
Q1 | $522K | Hold |
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|
2022
Q4 | $488K | Hold |
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|
2022
Q3 | $455K | Hold |
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|
2022
Q2 | $481K | Hold |
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|
2022
Q1 | $576K | Hold |
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|
2021
Q4 | $605K | Hold |
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|
2021
Q3 | $547K | Hold |
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|
2021
Q2 | $546K | Buy |
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|
2021
Q1 | $503K | Hold |
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|
2020
Q4 | $475K | Hold |
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|
2020
Q3 | $425K | Buy |
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|
2020
Q2 | $391K | Buy |
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|
2020
Q1 | $326K | Hold |
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|
2019
Q4 | $407K | Buy |
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