GSB 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
Q2 | $19.2M | Sell |
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|
2025
Q1 | $18M | Sell |
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|
2024
Q4 | $21.5M | Buy |
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|
2024
Q3 | $20.2M | Buy |
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|
2024
Q2 | $18.9M | Buy |
|
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|
2024
Q1 | $17.2M | Sell |
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|
2023
Q4 | $17.3M | Buy |
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|
2023
Q3 | $15.4M | Buy |
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|
2023
Q2 | $15.1M | Buy |
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|
2023
Q1 | $11M | Buy |
|
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|
2022
Q4 | $2.58M | Buy |
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|
2022
Q3 | $1.89M | Buy |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $823K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $615K | Sell |
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|
2021
Q1 | $613K | Buy |
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