Goodwin Investment 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
Q2 | $2.73M | Sell |
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|
2025
Q1 | $2.49M | Sell |
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|
2024
Q4 | $2.76M | Sell |
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|
2024
Q3 | $2.73M | Hold |
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|
2024
Q2 | $2.59M | Buy |
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|
2024
Q1 | $2.49M | Sell |
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|
2023
Q4 | $2.55M | Sell |
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|
2023
Q3 | $3.11M | Sell |
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|
2023
Q2 | $3.9M | Buy |
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|
2023
Q1 | $3.59M | Sell |
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|
2022
Q4 | $3.5M | Buy |
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|
2022
Q3 | $3.13M | Sell |
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|
2022
Q2 | $3.77M | Buy |
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|
2022
Q1 | $4.34M | Sell |
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|
2021
Q4 | $5.04M | Buy |
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|
2021
Q3 | $4.38M | Buy |
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|
2021
Q2 | $3.72M | Sell |
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|
2021
Q1 | $3.61M | Sell |
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|
2020
Q4 | $3.5M | Buy |
|