Financial Network Wealth 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
Q1 | $5.27M | Sell |
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|
2024
Q4 | $5.57M | Sell |
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|
2024
Q3 | $5.47M | Sell |
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|
2024
Q2 | $5.21M | Sell |
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|
2024
Q1 | $4.98M | Sell |
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|
2023
Q4 | $11.4M | Sell |
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|
2023
Q3 | $10.5M | Sell |
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|
2023
Q2 | $11.8M | Buy |
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|
2023
Q1 | $9.97M | Sell |
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|
2022
Q4 | $9.45M | Buy |
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|
2022
Q3 | $8.8M | Sell |
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|
2022
Q2 | $9.49M | Buy |
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|
2022
Q1 | $11.1M | Buy |
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|
2021
Q4 | $10.9M | Buy |
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|
2021
Q3 | $8.98M | Buy |
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|
2021
Q2 | $8.62M | Buy |
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|
2021
Q1 | $7.17M | Buy |
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|
2020
Q4 | $6.17M | Buy |
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