Gitterman 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 | $4.6M | Buy |
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|
2025
Q1 | $4.13M | Buy |
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|
2024
Q4 | $4.32M | Buy |
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|
2024
Q3 | $4.24M | Buy |
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|
2024
Q2 | $3.95M | Buy |
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|
2024
Q1 | $3.79M | Buy |
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|
2023
Q4 | $3.45M | Buy |
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|
2023
Q3 | $3.1M | Sell |
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|
2023
Q2 | $3.58M | Sell |
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|
2023
Q1 | $3.69M | Sell |
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|
2022
Q4 | $3.6M | Sell |
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|
2022
Q3 | $3.69M | Sell |
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|
2022
Q2 | $5.89M | Sell |
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|
2022
Q1 | $7.75M | Sell |
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|
2021
Q4 | $9.55M | Sell |
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|
2021
Q3 | $11.8M | Sell |
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|
2021
Q2 | $13.7M | Sell |
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|
2021
Q1 | $34.9M | Buy |
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