DBK Financial Counsel’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 | $2.22M | Sell |
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|
2025
Q2 | $2.13M | Hold |
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|
2025
Q1 | $1.93M | Sell |
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|
2024
Q4 | $2.17M | Hold |
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|
2024
Q3 | $2.13M | Sell |
|
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|
2024
Q2 | $2.15M | Sell |
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|
2024
Q1 | $2.3M | Sell |
|
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|
2023
Q4 | $2.39M | Sell |
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|
2023
Q3 | $2.29M | Sell |
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|
2023
Q2 | $2.38M | Sell |
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|
2023
Q1 | $2.22M | Hold |
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|
2022
Q4 | $2.07M | Hold |
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|
2022
Q3 | $1.94M | Sell |
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|
2022
Q2 | $2.14M | Hold |
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|
2022
Q1 | $2.56M | Hold |
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|
2021
Q4 | $2.69M | Buy |
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