EWG Elevate’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
$3.42M Buy
2025
Q2
$1.66M Sell
2025
Q1
$3.66M Buy
2024
Q4
$418K Buy
2024
Q3
$339K Hold
2024
Q2
$321K Hold
2024
Q1
$309K Hold
2023
Q4
$280K Sell
2023
Q3
$256K Buy
2023
Q1
Sell
2022
Q4
$101K Buy