Core 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 | $114M | Buy |
|
|||||
2025
Q1 | $103M | Sell |
|
|||||
2024
Q4 | $108M | Sell |
|
|||||
2024
Q3 | $106M | Buy |
|
|||||
2024
Q2 | $100M | Buy |
|
|||||
2024
Q1 | $96.2M | Sell |
|
|||||
2023
Q4 | $90.6M | Buy |
|
|||||
2023
Q3 | $81.2M | Buy |
|
|||||
2023
Q2 | $81.1M | Sell |
|
|||||
2023
Q1 | $74.9M | Sell |
|
|||||
2022
Q4 | $70.3M | Buy |
|
|||||
2022
Q3 | $60.9M | Buy |
|
|||||
2022
Q2 | $44M | Sell |
|
|||||
2022
Q1 | $66.7M | Buy |
|
|||||
2021
Q4 | $56.2M | Buy |
|
|||||
2021
Q3 | $50.2M | Buy |
|
|||||
2021
Q2 | $47.5M | Buy |
|
|||||
2021
Q1 | $40.6M | Buy |
|
|||||
2020
Q4 | $35.5M | Buy |
|
|||||
2020
Q3 | $29.8M | Sell |
|
|||||
2020
Q2 | $27.6M | Sell |
|
|||||
2020
Q1 | $30.2M | Buy |
|
|||||
2019
Q4 | $23M | Buy |
|