Horst & Graben 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 | $12.4M | Sell |
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|
2025
Q2 | $11.6M | Sell |
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|
2025
Q1 | $12.1M | Buy |
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|
2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $11.9M | Buy |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $7.06M | Buy |
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|
2023
Q4 | $5.28M | Buy |
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|
2023
Q3 | $801K | Buy |
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|
2023
Q2 | $831K | Buy |
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|
2023
Q1 | $615K | Sell |
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|
2022
Q4 | $583K | Buy |
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|
2022
Q3 | $539K | Buy |
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|
2022
Q2 | $544K | Buy |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | $305K | Buy |
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|
2021
Q3 | $206K | Sell |
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|
2021
Q2 | $215K | Sell |
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|
2021
Q1 | $210K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $228K | Buy |
|