GDS Wealth Management’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 | $3.86M | Buy |
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|
2025
Q1 | $3.45M | Sell |
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|
2024
Q4 | $19.9M | Sell |
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|
2024
Q3 | $20.4M | Buy |
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|
2024
Q2 | $18.5M | Sell |
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|
2024
Q1 | $30.6M | Sell |
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|
2023
Q4 | $28.1M | Buy |
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|
2023
Q3 | $25.2M | Buy |
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|
2023
Q2 | $25.4M | Buy |
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|
2023
Q1 | $22.8M | Sell |
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|
2022
Q4 | $23.1M | Sell |
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|
2022
Q3 | $36M | Buy |
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|
2022
Q2 | $36M | Buy |
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|
2022
Q1 | $39M | Buy |
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|
2021
Q4 | $41.5M | Buy |
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