Global Strategic Investment Solutions’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 | $3.26M | Sell |
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|
2025
Q1 | $2.95M | Buy |
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|
2024
Q4 | $3.09M | Buy |
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|
2024
Q3 | $3.01M | Buy |
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|
2024
Q2 | $2.78M | Buy |
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|
2024
Q1 | $2.66M | Buy |
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|
2023
Q4 | $2.35M | Buy |
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|
2023
Q3 | $2.09M | Hold |
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|
2023
Q2 | $2.17M | Hold |
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|
2023
Q1 | $2M | Hold |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $1.9M | Hold |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $2.43M | Hold |
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|
2021
Q4 | $2.56M | Buy |
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