GeoWealth 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 | $9.42M | Sell |
|
|||||
|
2025
Q1 | $9.94M | Buy |
|
|||||
|
2024
Q4 | $10.4M | Buy |
|
|||||
|
2024
Q3 | $7.89M | Buy |
|
|||||
|
2024
Q2 | $7.39M | Sell |
|
|||||
|
2024
Q1 | $8.14M | Sell |
|
|||||
|
2023
Q4 | $8.69M | Buy |
|
|||||
|
2023
Q3 | $7.53M | Buy |
|
|||||
|
2023
Q2 | $7.32M | Buy |
|
|||||
|
2023
Q1 | $5.59M | Sell |
|
|||||
|
2022
Q4 | $5.32M | Sell |
|
|||||
|
2022
Q3 | $5.14M | Buy |
|
|||||
|
2022
Q2 | $2.31M | Sell |
|
|||||
|
2022
Q1 | $5.65M | Sell |
|
|||||
|
2021
Q4 | $7.82M | Sell |
|
|||||
|
2021
Q3 | $7.13M | Buy |
|
|||||
|
2021
Q2 | $6.82M | Buy |
|
|||||
|
2021
Q1 | $6.12M | Buy |
|
|||||
|
2020
Q4 | $5.34M | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $268K | Sell |
|
|||||
|
2020
Q1 | $352K | Sell |
|
|||||
|
2019
Q4 | $572K | Sell |
|
|||||
|
2019
Q3 | $1.89M | Buy |
|
|||||
|
2019
Q2 | $215K | Buy |
|