Curi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $64.5M | Buy |
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|
2023
Q3 | $56.4M | Sell |
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|
2023
Q2 | $63.8M | Buy |
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|
2023
Q1 | $58.2M | Sell |
|
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|
2022
Q4 | $55.3M | Buy |
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|
2022
Q3 | $40M | Buy |
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|
2022
Q2 | $37.9M | Buy |
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|
2022
Q1 | $38.9M | Buy |
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|
2021
Q4 | $35.9M | Buy |
|
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|
2021
Q3 | $26.5M | Buy |
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|
2021
Q2 | $23.4M | Buy |
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|
2021
Q1 | $16M | Buy |
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|
2020
Q4 | $12.2M | Buy |
|