Convergence Financial’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 | $784K | Buy |
|
|||||
|
2025
Q1 | $689K | Sell |
|
|||||
|
2024
Q4 | $724K | Sell |
|
|||||
|
2024
Q3 | $718K | Sell |
|
|||||
|
2024
Q2 | $839K | Buy |
|
|||||
|
2024
Q1 | $622K | Sell |
|
|||||
|
2023
Q4 | $577K | Buy |
|
|||||
|
2023
Q3 | $508K | Sell |
|
|||||
|
2023
Q2 | $530K | Sell |
|
|||||
|
2023
Q1 | $507K | Sell |
|
|||||
|
2022
Q4 | $547K | Buy |
|
|||||
|
2022
Q3 | $500K | Hold |
|
|||||
|
2022
Q2 | $528K | Sell |
|
|||||
|
2022
Q1 | $643K | Hold |
|
|||||
|
2021
Q4 | $676K | Buy |
|