IAG 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
Q2 | $27.1M | Buy |
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|
2025
Q1 | $22.6M | Sell |
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|
2024
Q4 | $24.3M | Sell |
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|
2024
Q3 | $24.5M | Sell |
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|
2024
Q2 | $23.8M | Sell |
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|
2024
Q1 | $23M | Sell |
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|
2023
Q4 | $22M | Sell |
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|
2023
Q3 | $20.8M | Sell |
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|
2023
Q2 | $22.4M | Sell |
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|
2023
Q1 | $21.3M | Sell |
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|
2022
Q4 | $20.7M | Buy |
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|
2022
Q3 | $19M | Sell |
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|
2022
Q2 | $21M | Buy |
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|
2022
Q1 | $24.7M | Sell |
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|
2021
Q4 | $26.9M | Sell |
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|
2021
Q3 | $25.9M | Sell |
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|
2021
Q2 | $29M | Sell |
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|
2021
Q1 | $27.8M | Sell |
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|
2020
Q4 | $26.9M | Sell |
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|
2020
Q3 | $25.1M | Sell |
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|
2020
Q2 | $23.8M | Sell |
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|
2020
Q1 | $20.1M | Sell |
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|
2019
Q4 | $25.3M | Buy |
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