Flagship Private 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 | $23.1M | Sell |
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|
2025
Q1 | $21.9M | Sell |
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|
2024
Q4 | $25.4M | Buy |
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|
2024
Q3 | $22.7M | Buy |
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|
2024
Q2 | $20M | Buy |
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|
2024
Q1 | $17.1M | Buy |
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $9.46M | Sell |
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|
2023
Q2 | $9.97M | Sell |
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|
2023
Q1 | $9.72M | Sell |
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|
2022
Q4 | $9.74M | Sell |
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|
2022
Q3 | $9.15M | Sell |
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|
2022
Q2 | $9.89M | Sell |
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|
2022
Q1 | $12.1M | Sell |
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|
2021
Q4 | $13.7M | Sell |
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|
2021
Q3 | $12.7M | Sell |
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|
2021
Q2 | $13.1M | Sell |
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|
2021
Q1 | $12.4M | Sell |
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|
2020
Q4 | $11.5M | Buy |
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