CWS Financial 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
Q3 | $3.36M | Sell |
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|
2025
Q2 | $3.17M | Sell |
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|
2025
Q1 | $2.94M | Sell |
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|
2024
Q4 | $3.17M | Sell |
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|
2024
Q3 | $3.12M | Buy |
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|
2024
Q2 | $2.96M | Sell |
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|
2024
Q1 | $2.89M | Buy |
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|
2023
Q4 | $2.54M | Buy |
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|
2023
Q3 | $2.28M | Hold |
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|
2023
Q2 | $2.37M | Buy |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.88M | Sell |
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|
2022
Q2 | $1.99M | Buy |
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|
2022
Q1 | $2.37M | Sell |
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|
2021
Q4 | $3.05M | Buy |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.14M | Hold |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $973K | Buy |
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|
2020
Q2 | $893K | Buy |
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