Independent Solutions 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 | $5.93M | Sell |
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|
2025
Q2 | $5.56M | Sell |
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|
2025
Q1 | $5.86M | Sell |
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|
2024
Q4 | $6.31M | Buy |
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|
2024
Q3 | $534K | Buy |
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|
2024
Q2 | $351K | Buy |
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|
2024
Q1 | $257K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $345K | Buy |
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|
2023
Q2 | $242K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $392K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $337K | Buy |
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