Financial Council’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 | $5.5M | Sell |
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|
2025
Q2 | $5.13M | Sell |
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|
2025
Q1 | $4.77M | Sell |
|
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|
2024
Q4 | $5.18M | Sell |
|
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|
2024
Q3 | $5.09M | Sell |
|
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|
2024
Q2 | $4.88M | Sell |
|
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|
2024
Q1 | $4.92M | Sell |
|
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|
2023
Q4 | $4.56M | Sell |
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|
2023
Q3 | $4.14M | Sell |
|
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|
2023
Q2 | $4.3M | Sell |
|
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|
2023
Q1 | $3.98M | Sell |
|
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|
2022
Q4 | $3.87M | Sell |
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|
2022
Q3 | $3.65M | Sell |
|
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|
2022
Q2 | $3.96M | Sell |
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|
2022
Q1 | $4.78M | Sell |
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|
2021
Q4 | $5.07M | Sell |
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|
2021
Q3 | $4.7M | Buy |
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