GenWealth 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 | $21.7M | Buy |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $21.4M | Sell |
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|
2024
Q3 | $21M | Buy |
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|
2024
Q2 | $19.7M | Buy |
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|
2024
Q1 | $18.8M | Buy |
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|
2023
Q4 | $16.1M | Sell |
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|
2023
Q3 | $15.3M | Buy |
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|
2023
Q2 | $15.8M | Buy |
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|
2023
Q1 | $14.4M | Buy |
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|
2022
Q4 | $13.3M | Buy |
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|
2022
Q3 | $301K | Hold |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $15.7M | Sell |
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|
2021
Q4 | $18.3M | Sell |
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|
2021
Q3 | $16.6M | Sell |
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|
2021
Q2 | $17M | Sell |
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|
2021
Q1 | $15.8M | Sell |
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|
2020
Q4 | $15.1M | Sell |
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|
2020
Q3 | $14.3M | Sell |
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|
2020
Q2 | $14.1M | Buy |
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|
2020
Q1 | $213K | Sell |
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|
2019
Q4 | $14.8M | Buy |
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|
2019
Q3 | $13.4M | Sell |
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|
2019
Q2 | $13.5M | Buy |
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|
2019
Q1 | $12.6M | Buy |
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|
2018
Q4 | $400K | Sell |
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|
2018
Q3 | $12.3M | Buy |
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|
2018
Q2 | $11.2M | Buy |
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|
2018
Q1 | $434K | Sell |
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|
2017
Q4 | $13.7M | Sell |
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|
2017
Q3 | $12.8M | Sell |
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|
2017
Q2 | $14.3M | Buy |
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