Highline Wealth Partners’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 | $1.52M | Sell |
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|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $741K | Sell |
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|
2023
Q1 | $706K | Sell |
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|
2022
Q4 | $993K | Buy |
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|
2022
Q3 | $102K | Buy |
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