Garrett Wealth Advisory 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 | $774K | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q2 | $873K | Buy |
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|
2024
Q1 | $396K | Sell |
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|
2023
Q4 | $374K | Sell |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $354K | Hold |
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|
2023
Q1 | $326K | Hold |
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $285K | Hold |
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|
2022
Q2 | $301K | Hold |
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|
2022
Q1 | $360K | Hold |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $206K | Sell |
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|
2020
Q4 | $210K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $8.96K | Buy |
|