Conservest Capital Advisors’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 | $857K | Hold |
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|
2025
Q2 | $795K | Buy |
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|
2025
Q1 | $719K | Sell |
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|
2024
Q4 | $767K | Sell |
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|
2024
Q3 | $717K | Hold |
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|
2024
Q2 | $717K | Hold |
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|
2024
Q1 | $717K | Buy |
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|
2023
Q4 | $549K | Hold |
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|
2023
Q3 | $493K | Sell |
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|
2023
Q2 | $568K | Sell |
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|
2023
Q1 | $527K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $381K | Hold |
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|
2018
Q2 | $355K | Buy |
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