Foster Victor 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 | $713K | Buy |
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|
2025
Q2 | $309K | Sell |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $371K | Sell |
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|
2024
Q2 | $446K | Buy |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | $216K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $499K | Buy |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $249K | Sell |
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|
2021
Q3 | $310K | Hold |
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|
2021
Q2 | $310K | Hold |
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|
2021
Q1 | $298K | Sell |
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|
2020
Q4 | $315K | Sell |
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|
2020
Q3 | $313K | Buy |
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|
2020
Q2 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Hold |
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|
2019
Q3 | $208K | Sell |
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|
2019
Q2 | $261K | Sell |
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|
2019
Q1 | $249K | Sell |
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|
2018
Q4 | $331K | Buy |
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