Elevation Wealth Partners’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 | $41.5K | Sell |
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|
2025
Q2 | $45.9K | Sell |
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|
2025
Q1 | $53.4K | Sell |
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|
2024
Q4 | $74.2K | Buy |
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|
2024
Q3 | $60.6K | Hold |
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|
2024
Q2 | $57.5K | Hold |
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|
2024
Q1 | $55.2K | Hold |
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|
2023
Q4 | $45.1K | Hold |
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|
2023
Q3 | $45.1K | Hold |
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|
2023
Q2 | $46.8K | Hold |
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|
2023
Q1 | $43.2K | Buy |
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