Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.62M | Buy |
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|
2025
Q1 | $3.15M | Buy |
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|
2024
Q2 | $7.21M | Sell |
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|
2024
Q1 | $14.1M | Sell |
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|
2023
Q4 | $8.68M | Buy |
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|
2023
Q3 | $1.52M | Buy |
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|
2023
Q2 | $19.6K | Buy |
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|
2023
Q1 | $17K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $30 | Sell |
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|
2021
Q4 | $2.66K | Buy |
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|
2021
Q3 | $431K | Sell |
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|
2021
Q2 | $430K | Sell |
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|
2021
Q1 | $4.14K | Buy |
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|
2020
Q4 | $3K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $73 | Hold |
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|
2019
Q4 | $91K | Hold |
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|
2019
Q3 | $84K | Hold |
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|
2019
Q2 | $83K | Sell |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q3 | $83K | Buy |
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|
2018
Q2 | $10K | Buy |
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