Congress 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 | $22.7M | Buy |
|
|||||
|
2025
Q1 | $19.4M | Sell |
|
|||||
|
2024
Q4 | $24.8M | Buy |
|
|||||
|
2024
Q3 | $11.8M | Buy |
|
|||||
|
2024
Q2 | $10.1M | Sell |
|
|||||
|
2024
Q1 | $10.2M | Sell |
|
|||||
|
2023
Q4 | $15.6M | Buy |
|
|||||
|
2023
Q3 | $9.22M | Buy |
|
|||||
|
2023
Q2 | $7.27M | Sell |
|
|||||
|
2023
Q1 | $6.83M | Sell |
|
|||||
|
2022
Q4 | $10.7M | Sell |
|
|||||
|
2022
Q3 | $17.6M | Sell |
|
|||||
|
2022
Q2 | $19.1M | Sell |
|
|||||
|
2022
Q1 | $22.9M | Sell |
|
|||||
|
2021
Q4 | $40.1M | Buy |
|