Global Assets Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $751K | Sell |
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|
2025
Q4 | $853K | Sell |
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|
2025
Q3 | $989K | Sell |
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|
2025
Q2 | $956K | Sell |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $391K | Sell |
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|
2024
Q3 | $764K | Sell |
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|
2024
Q2 | $1.76M | Sell |
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|
2024
Q1 | $759K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $698K | Buy |
|