Howard 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
Q2 | $3.01M | Sell |
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|
2025
Q1 | $2.81M | Sell |
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|
2024
Q4 | $3.05M | Sell |
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|
2024
Q3 | $3.09M | Buy |
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|
2024
Q2 | $2.8M | Sell |
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|
2024
Q1 | $2.71M | Sell |
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|
2023
Q4 | $2.52M | Buy |
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|
2023
Q3 | $2.24M | Buy |
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|
2023
Q2 | $2.28M | Buy |
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|
2023
Q1 | $2.04M | Buy |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $1.75M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $2.27M | Sell |
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|
2021
Q3 | $2.06M | Sell |
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|
2021
Q2 | $2.07M | Buy |
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|
2021
Q1 | $1.88M | Buy |
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|
2020
Q4 | $1.76M | Sell |
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|
2020
Q3 | $1.59M | Sell |
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|
2020
Q2 | $1.55M | Sell |
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|
2020
Q1 | $1.3M | Buy |
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|
2019
Q4 | $1.56M | Buy |
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