Defined 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 | $5.93M | Sell |
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|
2025
Q2 | $5.52M | Sell |
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|
2025
Q1 | $5M | Sell |
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|
2024
Q4 | $5.31M | Sell |
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|
2024
Q3 | $5.21M | Hold |
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|
2024
Q2 | $4.94M | Sell |
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|
2024
Q1 | $4.76M | Hold |
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|
2023
Q4 | $4.33M | Sell |
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|
2023
Q3 | $3.89M | Sell |
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|
2023
Q2 | $4.04M | Buy |
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|
2023
Q1 | $3.71M | Sell |
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|
2022
Q4 | $8.56M | Buy |
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|
2022
Q3 | $7.38M | Buy |
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|
2022
Q2 | $7.16M | Sell |
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|
2022
Q1 | $10.5M | Buy |
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|
2021
Q4 | $9.95M | Sell |
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|
2021
Q3 | $10.4M | Buy |
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|
2021
Q2 | $9.94M | Buy |
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|
2021
Q1 | $9.02M | Buy |
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|
2020
Q4 | $7.89M | Buy |
|