Independent Wealth Network’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 | $1.04M | Sell |
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|
2025
Q2 | $969K | Buy |
|
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|
2025
Q1 | $854K | Sell |
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|
2024
Q4 | $930K | Sell |
|
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|
2024
Q3 | $1M | Buy |
|
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|
2024
Q2 | $871K | Sell |
|
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|
2024
Q1 | $858K | Buy |
|
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|
2023
Q4 | $759K | Sell |
|
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|
2023
Q3 | $687K | Sell |
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|
2023
Q2 | $809K | Buy |
|
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|
2023
Q1 | $715K | Buy |
|
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|
2022
Q4 | $571K | Sell |
|
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|
2022
Q3 | $777K | Buy |
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|
2022
Q2 | $534K | Buy |
|
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|
2022
Q1 | $575K | Sell |
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|
2021
Q4 | $925K | Buy |
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|
2021
Q3 | $665K | Buy |
|