GW Henssler & Associates’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 | $3.73M | Buy |
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|
2025
Q1 | $2.44M | Buy |
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|
2024
Q4 | $2.04M | Hold |
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|
2024
Q3 | $2.04M | Buy |
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|
2024
Q2 | $1.63M | Buy |
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|
2024
Q1 | $1.55M | Sell |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $848K | Buy |
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|
2022
Q2 | $893K | Hold |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $969K | Sell |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $944K | Buy |
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|
2020
Q2 | $808K | Buy |
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|
2020
Q1 | $627K | Buy |
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|
2019
Q4 | $732K | Sell |
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|
2019
Q3 | $692K | Hold |
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|
2019
Q2 | $684K | Sell |
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|
2019
Q1 | $688K | Sell |
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|
2018
Q4 | $627K | Buy |
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|
2018
Q3 | $712K | Hold |
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|
2018
Q2 | $664K | Hold |
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|
2018
Q1 | $645K | Hold |
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|
2017
Q4 | $654K | Sell |
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|
2017
Q3 | $627K | Buy |
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|
2017
Q2 | $601K | Sell |
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|
2017
Q1 | $590K | Buy |
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|
2016
Q4 | $263K | Buy |
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|
2016
Q3 | $232K | Sell |
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|
2016
Q2 | $294K | Buy |
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|
2016
Q1 | $203K | Sell |
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|
2015
Q4 | $259K | Sell |
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|
2015
Q3 | $254K | Buy |
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|
2015
Q2 | $271K | Sell |
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|
2015
Q1 | $593K | Buy |
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|
2014
Q4 | $578K | Buy |
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