Element Wealth’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 | $20M | Buy |
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|
2025
Q2 | $18.5M | Sell |
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|
2025
Q1 | $16.9M | Sell |
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|
2024
Q4 | $18.3M | Buy |
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|
2024
Q3 | $17.5M | Sell |
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|
2024
Q2 | $17M | Sell |
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|
2024
Q1 | $19.7M | Sell |
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|
2023
Q4 | $17.9M | Buy |
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|
2023
Q3 | $14.1M | Sell |
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|
2023
Q2 | $14.8M | Buy |
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|
2023
Q1 | $13.4M | Buy |
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|
2022
Q4 | $12.1M | Buy |
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|
2022
Q3 | $10.7M | Buy |
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|
2022
Q2 | $11.1M | Sell |
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|
2022
Q1 | $13.4M | Sell |
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|
2021
Q4 | $14.2M | Buy |
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|
2021
Q3 | $12.3M | Buy |
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|
2021
Q2 | $10.5M | Sell |
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|
2021
Q1 | $9.84M | Sell |
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|
2020
Q4 | $9.33M | Sell |
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|
2020
Q3 | $8.39M | Sell |
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|
2020
Q2 | $7.85M | Sell |
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|
2020
Q1 | $6.86M | Buy |
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|
2019
Q4 | $6.15M | Buy |
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