Gateway Wealth Partners’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 | $9.73M | Sell |
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|
2025
Q1 | $13.6M | Buy |
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|
2024
Q4 | $14.2M | Sell |
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|
2024
Q3 | $17.3M | Buy |
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|
2024
Q2 | $15.5M | Buy |
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|
2024
Q1 | $14.1M | Sell |
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|
2023
Q4 | $14M | Buy |
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|
2023
Q3 | $9.32M | Buy |
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|
2023
Q2 | $6.91M | Buy |
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|
2023
Q1 | $6.3M | Buy |
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|
2022
Q4 | $5.44M | Buy |
|