Delap Wealth Advisory’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
Q2 | $1.75M | Sell |
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|
2025
Q1 | $1.96M | Buy |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | $903K | Sell |
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|
2024
Q2 | $859K | Sell |
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|
2024
Q1 | $854K | Sell |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $745K | Hold |
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|
2023
Q2 | $773K | Hold |
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|
2023
Q1 | $713K | Hold |
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|
2022
Q4 | $666K | Buy |
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