Consilio Wealth 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
Q2 | $64.4M | Buy |
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|
2025
Q1 | $58.4M | Buy |
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|
2024
Q4 | $56.7M | Buy |
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|
2024
Q3 | $51.5M | Buy |
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|
2024
Q2 | $48.1M | Buy |
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|
2024
Q1 | $44.9M | Buy |
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|
2023
Q4 | $39.3M | Buy |
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|
2023
Q3 | $27.1M | Buy |
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|
2023
Q2 | $28.1M | Buy |
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|
2023
Q1 | $20.3M | Buy |
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|
2022
Q4 | $18.2M | Buy |
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|
2022
Q3 | $16.2M | Buy |
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|
2022
Q2 | $16.5M | Buy |
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|
2022
Q1 | $18.5M | Buy |
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|
2021
Q4 | $13.2M | Buy |
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