Curated Wealth Partners’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 | $6.4M | Sell |
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|
2025
Q2 | $8.03M | Sell |
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|
2025
Q1 | $7.88M | Buy |
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|
2024
Q4 | $7.06M | Buy |
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|
2024
Q3 | $6.39M | Buy |
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|
2024
Q2 | $5.99M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $4.17M | Buy |
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|
2023
Q3 | $2.79M | Buy |
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|
2023
Q2 | $2.39M | Buy |
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|
2023
Q1 | $2.11M | Buy |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $798K | Buy |
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|
2022
Q2 | $833K | Buy |
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|
2022
Q1 | $919K | Hold |
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|
2021
Q4 | $919K | Hold |
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|
2021
Q3 | $830K | Hold |
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|
2021
Q2 | $828K | Hold |
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|
2021
Q1 | $767K | Sell |
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|
2020
Q4 | $802K | Buy |
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