Dougherty Wealth Advisers’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 | $75.6K | Hold |
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|
2025
Q2 | $70.2K | Hold |
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|
2025
Q1 | $63.5K | Hold |
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|
2024
Q4 | $66.5K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $129K | Hold |
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|
2022
Q3 | $121K | Hold |
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|
2022
Q2 | $128K | Hold |
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|
2022
Q1 | $153K | Sell |
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|
2021
Q4 | $291K | Hold |
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|
2021
Q3 | $263K | Sell |
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|
2021
Q2 | $319K | Hold |
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|
2021
Q1 | $295K | Hold |
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|
2020
Q4 | $278K | Hold |
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|
2020
Q3 | $249K | Hold |
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|
2020
Q2 | $229K | Hold |
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|
2020
Q1 | $191K | Hold |
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|
2019
Q4 | $240K | Sell |
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|
2019
Q3 | $231K | Hold |
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|
2019
Q2 | $228K | Hold |
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|
2019
Q1 | $221K | Hold |
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|
2018
Q4 | $211K | Buy |
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