EPG Wealth Management’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 | $16.1M | Sell |
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|
2025
Q1 | $18.5M | Sell |
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|
2024
Q4 | $19.8M | Sell |
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|
2024
Q3 | $20M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $18.8M | Sell |
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|
2023
Q4 | $17.9M | Buy |
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|
2023
Q3 | $15.4M | Sell |
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|
2023
Q2 | $16M | Sell |
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|
2023
Q1 | $14.9M | Buy |
|
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|
2022
Q4 | $13.9M | Sell |
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|
2022
Q3 | $13.3M | Buy |
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|
2022
Q2 | $14M | Sell |
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|
2022
Q1 | $17.2M | Buy |
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|
2021
Q4 | $17.3M | Buy |
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|
2021
Q3 | $15.1M | Sell |
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|
2021
Q2 | $15.2M | Buy |
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|
2021
Q1 | $13.9M | Buy |
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|
2020
Q4 | $12.8M | Buy |
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|
2020
Q3 | $10.3M | Sell |
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|
2020
Q2 | $9.87M | Sell |
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|
2020
Q1 | $8.93M | Buy |
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|
2019
Q4 | $9.56M | Buy |
|