Greenhouse 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.9M | Sell |
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|
2025
Q2 | $14M | Buy |
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|
2025
Q1 | $10.9M | Buy |
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|
2024
Q4 | $11.2M | Buy |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $10.4M | Buy |
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|
2024
Q1 | $9.97M | Buy |
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|
2023
Q4 | $9.03M | Buy |
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|
2023
Q3 | $8.06M | Hold |
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|
2023
Q2 | $8.36M | Buy |
|
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|
2023
Q1 | $7.69M | Buy |
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|
2022
Q4 | $7.16M | Sell |
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|
2022
Q3 | $6.69M | Buy |
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|
2022
Q2 | $6.22M | Buy |
|
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|
2022
Q1 | $7.42M | Sell |
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|
2021
Q4 | $8.95M | Buy |
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|
2021
Q3 | $8.02M | Hold |
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|
2021
Q2 | $8M | Buy |
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|
2021
Q1 | $7.38M | Sell |
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|
2020
Q4 | $6.97M | Buy |
|