Concord Wealth Partners’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 | $688K | Buy |
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|
2025
Q1 | $610K | Sell |
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|
2024
Q4 | $656K | Sell |
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|
2024
Q3 | $696K | Buy |
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|
2024
Q2 | $658K | Sell |
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|
2024
Q1 | $715K | Buy |
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|
2023
Q4 | $505K | Sell |
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|
2023
Q3 | $494K | Hold |
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|
2023
Q2 | $512K | Buy |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $472K | Sell |
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|
2022
Q3 | $572K | Sell |
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|
2022
Q2 | $771K | Buy |
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|
2022
Q1 | $890K | Buy |
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|
2021
Q4 | $831K | Buy |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $30K | Hold |
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|
2021
Q1 | $28K | Buy |
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