Gray Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18.4M | Sell |
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|
2024
Q3 | $18.1M | Sell |
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|
2024
Q2 | $17.2M | Buy |
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|
2024
Q1 | $16.4M | Buy |
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|
2023
Q4 | $14.8M | Sell |
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|
2023
Q3 | $13.9M | Buy |
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|
2023
Q2 | $14M | Buy |
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|
2023
Q1 | $12.1M | Buy |
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|
2022
Q4 | $10.6M | Buy |
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|
2022
Q3 | $9.64M | Buy |
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|
2022
Q2 | $10.1M | Buy |
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|
2022
Q1 | $12M | Buy |
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|
2021
Q4 | $12.4M | Buy |
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|
2021
Q3 | $11.1M | Buy |
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|
2021
Q2 | $10.8M | Buy |
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|
2021
Q1 | $9.97M | Buy |
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|
2020
Q4 | $9.38M | Sell |
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|
2020
Q3 | $8.61M | Sell |
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|
2020
Q2 | $8.05M | Buy |
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|
2020
Q1 | $6.29M | Buy |
|