GoalVest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $270K | Buy |
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|
2025
Q2 | $219K | Sell |
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|
2025
Q1 | $431K | Buy |
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|
2024
Q4 | $450K | Buy |
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|
2024
Q3 | $345K | Hold |
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|
2024
Q2 | $327K | Sell |
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|
2024
Q1 | $318K | Sell |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $570K | Buy |
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|
2023
Q2 | $428K | Buy |
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|
2023
Q1 | $373K | Buy |
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|
2022
Q4 | $216K | Hold |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.72M | Buy |
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|
2021
Q2 | $567K | Buy |
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|
2021
Q1 | $472K | Sell |
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|
2020
Q4 | $779K | Buy |
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