Darwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $560K | Buy |
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|
2025
Q2 | $91.5K | Sell |
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|
2025
Q1 | $163K | Hold |
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|
2024
Q4 | $163K | Sell |
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|
2024
Q3 | $2.21M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $9.83M | Sell |
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|
2023
Q4 | $9.66M | Sell |
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|
2023
Q3 | $9.01M | Sell |
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|
2023
Q2 | $9.55M | Sell |
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|
2023
Q1 | $9.91M | Sell |
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|
2022
Q4 | $11.5M | Buy |
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|
2022
Q3 | $8.19M | Sell |
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|
2022
Q2 | $10.3M | Buy |
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|
2022
Q1 | $9.68M | Buy |
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|
2021
Q4 | $8.04M | Buy |
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|
2021
Q3 | $5.2M | Buy |
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|
2021
Q2 | $3.49M | Buy |
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|
2021
Q1 | $825K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $219K | Sell |
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|
2020
Q1 | $406K | Sell |
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|
2019
Q4 | $600K | Buy |
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|
2019
Q3 | $465K | Sell |
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|
2019
Q2 | $505K | Buy |
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|
2019
Q1 | $388K | Buy |
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|
2018
Q4 | $306K | Sell |
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|
2018
Q3 | $470K | Sell |
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|
2018
Q2 | $478K | Buy |
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|
2018
Q1 | $431K | Sell |
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|
2017
Q4 | $1.61M | Buy |
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|
2017
Q3 | $1.35M | Buy |
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|
2017
Q2 | $1.08M | Buy |
|