Encompass Wealth 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 | $3.38M | Buy |
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|
2025
Q1 | $2.73M | Buy |
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|
2024
Q4 | $2.82M | Buy |
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|
2024
Q3 | $2.23M | Sell |
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|
2024
Q2 | $2.13M | Sell |
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|
2024
Q1 | $2.25M | Sell |
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|
2023
Q4 | $2.05M | Buy |
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|
2023
Q3 | $1.78M | Sell |
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|
2023
Q2 | $2.15M | Sell |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $1.92M | Buy |
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|
2022
Q3 | $1.79M | Sell |
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|
2022
Q2 | $2.18M | Sell |
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|
2022
Q1 | $3.35M | Buy |
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|
2021
Q4 | $3.43M | Sell |
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|
2021
Q3 | $3.17M | Buy |
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|
2021
Q2 | $3.16M | Buy |
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|
2021
Q1 | $2.55M | Buy |
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|
2020
Q4 | $2.14M | Buy |
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