Confluence Wealth Services’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 | $4.9M | Sell |
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|
2025
Q1 | $4.25M | Sell |
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|
2024
Q4 | $5.02M | Sell |
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|
2024
Q3 | $7.69M | Sell |
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|
2024
Q2 | $7.77M | Buy |
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|
2024
Q1 | $7.19M | Sell |
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|
2023
Q4 | $6.72M | Buy |
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|
2023
Q3 | $2.92M | Buy |
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|
2023
Q2 | $2.82M | Sell |
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|
2023
Q1 | $2.67M | Buy |
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|
2022
Q4 | $2.42M | Buy |
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|
2022
Q3 | $976K | Sell |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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