Delta Financial 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
Q3 | $465K | Buy |
|
|||||
|
2025
Q2 | $426K | Buy |
|
|||||
|
2025
Q1 | $378K | Buy |
|
|||||
|
2024
Q4 | $393K | Sell |
|
|||||
|
2024
Q3 | $581K | Buy |
|
|||||
|
2024
Q2 | $548K | Sell |
|
|||||
|
2024
Q1 | $740K | Buy |
|
|||||
|
2023
Q4 | $670K | Buy |
|
|||||
|
2023
Q3 | $599K | Buy |
|
|||||
|
2023
Q2 | $570K | Buy |
|
|||||
|
2023
Q1 | $344K | Buy |
|
|||||
|
2022
Q4 | $297K | Buy |
|
|||||
|
2022
Q3 | $276K | Hold |
|
|||||
|
2022
Q2 | $292K | Buy |
|
|||||
|
2022
Q1 | $341K | Buy |
|
|||||
|
2021
Q4 | $351K | Buy |
|
|||||
|
2021
Q3 | $279K | Buy |
|