High Note Wealth’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 | $44.8M | Buy |
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|
2025
Q1 | $39.5M | Buy |
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|
2024
Q4 | $39.2M | Buy |
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|
2024
Q3 | $32.1M | Buy |
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|
2024
Q2 | $25.6M | Buy |
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|
2024
Q1 | $20.5M | Buy |
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|
2023
Q4 | $12.4M | Buy |
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|
2023
Q3 | $8.5M | Buy |
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|
2023
Q2 | $8.22M | Sell |
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|
2023
Q1 | $8.22M | Buy |
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|
2022
Q4 | $7.68M | Sell |
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|
2022
Q3 | $7.66M | Sell |
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|
2022
Q2 | $7.62M | Buy |
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|
2022
Q1 | $9.11M | Sell |
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|
2021
Q4 | $11.4M | Sell |
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|
2021
Q3 | $10.4M | Buy |
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|
2021
Q2 | $10.3M | Sell |
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|
2021
Q1 | $9.92M | Buy |
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|
2020
Q4 | $9.31M | Buy |
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