DecisionPoint Financial’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 | $320K | Buy |
|
|||||
|
2025
Q2 | $167K | Sell |
|
|||||
|
2025
Q1 | $209K | Hold |
|
|||||
|
2024
Q4 | $219K | Buy |
|
|||||
|
2024
Q3 | $155K | Hold |
|
|||||
|
2024
Q2 | $149K | Buy |
|
|||||
|
2024
Q1 | $109K | Sell |
|
|||||
|
2023
Q4 | $107K | Hold |
|
|||||
|
2023
Q3 | $96.6K | Hold |
|
|||||
|
2023
Q2 | $100K | Hold |
|
|||||
|
2023
Q1 | $92.5K | Hold |
|
|||||
|
2022
Q4 | $86.4K | Buy |
|