Elevated Capital 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 | $3.14M | Hold |
|
|||||
|
2025
Q1 | $3.14M | Buy |
|
|||||
|
2024
Q4 | $3.23M | Sell |
|
|||||
|
2024
Q3 | $4.26M | Sell |
|
|||||
|
2024
Q2 | $4.88M | Buy |
|
|||||
|
2024
Q1 | $1.94M | Sell |
|
|||||
|
2023
Q4 | $1.8M | Buy |
|
|||||
|
2023
Q3 | $1.52M | Sell |
|
|||||
|
2023
Q2 | $2.63M | Buy |
|
|||||
|
2023
Q1 | $2.27M | Buy |
|
|||||
|
2022
Q4 | $2.02M | Buy |
|
|||||
|
2022
Q3 | $1.75M | Buy |
|
|||||
|
2022
Q1 | $398K | Buy |
|
|||||
|
2021
Q3 | $379K | Buy |
|
|||||
|
2021
Q1 | $299K | Buy |
|
|||||
|
2019
Q4 | $1.36M | Buy |
|
|||||
|
2019
Q1 | $2.29M | Buy |
|