GGM Wealth Advisors’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
Q1 | $490K | Buy |
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|
2024
Q4 | $519K | Sell |
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|
2024
Q3 | $514K | Sell |
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|
2024
Q2 | $505K | Buy |
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|
2024
Q1 | $457K | Buy |
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|
2023
Q4 | $357K | Hold |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $277K | Buy |
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