Forum Private Client Group’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 | $10.4M | Buy |
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|
2025
Q1 | $8.91M | Buy |
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|
2024
Q4 | $9.07M | Buy |
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|
2024
Q3 | $8.84M | Buy |
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|
2024
Q2 | $8.38M | Buy |
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|
2024
Q1 | $7.79M | Buy |
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|
2023
Q4 | $6.55M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $3.86M | Buy |
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|
2023
Q1 | $3.31M | Buy |
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|
2022
Q4 | $2.75M | Buy |
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|
2022
Q3 | $2.04M | Buy |
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|
2022
Q2 | $1.56M | Buy |
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|
2022
Q1 | $1.35M | Buy |
|