Evoke Wealth’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 | $399M | Buy |
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|
2025
Q1 | $354M | Buy |
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|
2024
Q4 | $367M | Sell |
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|
2024
Q3 | $365M | Buy |
|
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|
2024
Q2 | $868K | Sell |
|
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|
2024
Q1 | $327M | Buy |
|
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|
2023
Q4 | $452K | Sell |
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|
2023
Q3 | $257M | Buy |
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|
2023
Q2 | $253M | Buy |
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|
2023
Q1 | $223M | Buy |
|
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|
2022
Q4 | $203M | Sell |
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|
2022
Q3 | $206M | Buy |
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|
2022
Q2 | $213M | Buy |
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|
2022
Q1 | $249M | Buy |
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|
2021
Q4 | $254M | Buy |
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|
2021
Q3 | $203M | Buy |
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|
2021
Q2 | $192M | Buy |
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|
2021
Q1 | $147M | Buy |
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|
2020
Q4 | $738K | Buy |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $290K | Hold |
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|
2020
Q1 | $242K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $293K | Buy |
|