FAS Wealth Partners’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 | $5.31M | Sell |
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|
2025
Q2 | $5.05M | Buy |
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|
2025
Q1 | $4.49M | Sell |
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|
2024
Q4 | $4.78M | Sell |
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|
2024
Q3 | $4.69M | Buy |
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|
2024
Q2 | $3.11M | Buy |
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|
2024
Q1 | $2.98M | Sell |
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|
2023
Q4 | $2.87M | Sell |
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|
2023
Q3 | $2.75M | Sell |
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|
2023
Q2 | $3.01M | Buy |
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|
2023
Q1 | $2.47M | Sell |
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|
2022
Q4 | $2.63M | Buy |
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|
2022
Q3 | $2.29M | Buy |
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|
2022
Q2 | $2.19M | Buy |
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|
2022
Q1 | $2.31M | Sell |
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|
2021
Q4 | $2.61M | Buy |
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|
2021
Q3 | $2.09M | Buy |
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|
2021
Q2 | $2.06M | Buy |
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|
2021
Q1 | $1.77M | Buy |
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|
2020
Q4 | $1.45M | Sell |
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|
2020
Q3 | $2.68M | Sell |
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|
2020
Q2 | $2.67M | Sell |
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|
2020
Q1 | $2.27M | Sell |
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|
2019
Q4 | $3M | Buy |
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|
2019
Q3 | $2.63M | Buy |
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|
2019
Q2 | $2.46M | Sell |
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|
2019
Q1 | $2.52M | Sell |
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|
2018
Q4 | $2.3M | Buy |
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|
2018
Q3 | $2.58M | Buy |
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|
2018
Q2 | $2.34M | Buy |
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|
2018
Q1 | $2.19M | Sell |
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|
2017
Q4 | $2.23M | Buy |
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|
2017
Q3 | $2.1M | Buy |
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|
2017
Q2 | $1.99M | Sell |
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|
2017
Q1 | $1.96M | Buy |
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|
2016
Q4 | $1.22M | Buy |
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|
2016
Q3 | $1.05M | Buy |
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|
2016
Q2 | $625K | Buy |
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|
2016
Q1 | $438K | Sell |
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|
2015
Q4 | $618K | Buy |
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|
2015
Q3 | $347K | Buy |
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|
2015
Q2 | $373K | Sell |
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|
2015
Q1 | $398K | Buy |
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|
2014
Q4 | $385K | Buy |
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|
2014
Q3 | $363K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $203K | Sell |
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|
2013
Q4 | $256K | Buy |
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