Ellevest Inc’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 | $1.52M | Sell |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $1.67M | Sell |
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|
2024
Q3 | $9.09M | Sell |
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|
2024
Q2 | $8.65M | Hold |
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|
2024
Q1 | $8.31M | Buy |
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|
2023
Q4 | $7.47M | Buy |
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|
2023
Q3 | $6.71M | Sell |
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|
2023
Q2 | $7.22M | Buy |
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|
2023
Q1 | $6.47M | Buy |
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|
2022
Q4 | $5.82M | Buy |
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|
2022
Q3 | $5.15M | Hold |
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|
2022
Q2 | $5.44M | Buy |
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|
2022
Q1 | $6.44M | Buy |
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|
2021
Q4 | $6.74M | Buy |
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|
2021
Q3 | $5.71M | Hold |
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|
2021
Q2 | $5.7M | Hold |
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|
2021
Q1 | $5.28M | Hold |
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|
2020
Q4 | $4.98M | Sell |
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|
2020
Q3 | $4.47M | Buy |
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|
2020
Q2 | $114K | Sell |
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|
2020
Q1 | $155K | Buy |
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