Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $1.96M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $2.1K | Sell |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $982K | Buy |
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|
2021
Q3 | $866K | Buy |
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|
2021
Q2 | $843K | Buy |
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|
2021
Q1 | $769K | Buy |
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|
2020
Q4 | $464K | Buy |
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|
2020
Q3 | $381K | Sell |
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|
2020
Q2 | $363K | Sell |
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|
2020
Q1 | $433K | Sell |
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|
2019
Q4 | $576K | Sell |
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|
2019
Q3 | $913K | Sell |
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|
2019
Q2 | $915K | Buy |
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|
2019
Q1 | $818K | Sell |
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|
2018
Q4 | $1.74M | Buy |
|