FOCUS Wealth Advisors’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 | $14M | Sell |
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|
2025
Q2 | $13.2M | Sell |
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|
2025
Q1 | $14.5M | Sell |
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|
2024
Q4 | $19.1M | Sell |
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|
2024
Q3 | $27M | Sell |
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|
2024
Q2 | $30.8M | Sell |
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|
2024
Q1 | $30.3M | Buy |
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|
2023
Q4 | $27.5M | Buy |
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|
2023
Q3 | $24.6M | Buy |
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|
2023
Q2 | $25.5M | Sell |
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|
2023
Q1 | $39.5M | Buy |
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|
2022
Q4 | $36.6M | Sell |
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|
2022
Q3 | $34.9M | Sell |
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|
2022
Q2 | $37.6M | Buy |
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|
2022
Q1 | $44.7M | Sell |
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|
2021
Q4 | $48.2M | Buy |
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|
2021
Q3 | $40M | Buy |
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|
2021
Q2 | $39.4M | Buy |
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|
2021
Q1 | $36.2M | Buy |
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|
2020
Q4 | $33.1M | Buy |
|