Global Wealth Strategies & Associates’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
Q3 | $588K | Sell |
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|
2025
Q2 | $547K | Sell |
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|
2025
Q1 | $544K | Buy |
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|
2024
Q4 | $536K | Hold |
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|
2024
Q3 | $525K | Buy |
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|
2024
Q2 | $194K | Buy |
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|
2024
Q1 | $166K | Sell |
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|
2023
Q4 | $158K | Hold |
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|
2023
Q3 | $142K | Hold |
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|
2023
Q2 | $147K | Hold |
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|
2023
Q1 | $136K | Buy |
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|
2022
Q4 | $105K | Buy |
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