Facet Wealth Inc’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 | $5.84M | Buy |
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|
2025
Q2 | $4.02M | Sell |
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|
2025
Q1 | $3.82M | Buy |
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|
2024
Q4 | $3.54M | Sell |
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|
2024
Q3 | $3.87M | Buy |
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|
2024
Q2 | $3.38M | Sell |
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|
2024
Q1 | $3.56M | Sell |
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|
2023
Q4 | $3.41M | Sell |
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|
2023
Q3 | $2.93M | Sell |
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|
2023
Q2 | $3.4M | Buy |
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|
2023
Q1 | $2.06M | Sell |
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|
2022
Q4 | $2.14M | Buy |
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|
2022
Q3 | $1.95M | Buy |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $493K | Sell |
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|
2021
Q2 | $573K | Sell |
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|
2021
Q1 | $532K | Sell |
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|
2020
Q4 | $564K | Buy |
|