Iams 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 | $334K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $777K | Buy |
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|
2024
Q4 | $761K | Buy |
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|
2024
Q3 | $724K | Buy |
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|
2024
Q2 | $625K | Buy |
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|
2024
Q1 | $551K | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $744K | Buy |
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|
2022
Q4 | $538K | Buy |
|