Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $257K | Sell |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q1 | $942K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $999K | Buy |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.11M | Buy |
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