Delos Wealth Advisors’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 | $274K | Buy |
|
|||||
|
2025
Q1 | $240K | Sell |
|
|||||
|
2024
Q4 | $253K | Buy |
|
|||||
|
2024
Q3 | $245K | Buy |
|
|||||
|
2024
Q2 | $229K | Buy |
|
|||||
|
2024
Q1 | $214K | Buy |
|
|||||
|
2023
Q4 | $139K | Hold |
|
|||||
|
2023
Q3 | $132K | Sell |
|
|||||
|
2023
Q2 | $147K | Hold |
|
|||||
|
2023
Q1 | $136K | Buy |
|
|||||
|
2022
Q4 | $125K | Sell |
|
|||||
|
2022
Q3 | $140K | Sell |
|
|||||
|
2022
Q2 | $155K | Buy |
|
|||||
|
2022
Q1 | $181K | Buy |
|
|||||
|
2021
Q4 | $129K | Hold |
|
|||||
|
2021
Q3 | $117K | Buy |
|