Fidato 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 | $8.42M | Sell |
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|
2025
Q1 | $7.75M | Sell |
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|
2024
Q4 | $8.32M | Sell |
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|
2024
Q3 | $8.6M | Sell |
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|
2024
Q2 | $8.44M | Sell |
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|
2024
Q1 | $8.57M | Sell |
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|
2023
Q4 | $8.11M | Buy |
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|
2022
Q4 | $43.7M | Buy |
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|
2022
Q3 | $40.2M | Buy |
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|
2022
Q2 | $42.1M | Sell |
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|
2022
Q1 | $50.7M | Buy |
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|
2021
Q4 | $52.8M | Buy |
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