Insight Advisors’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 | $4.54M | Sell |
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|
2025
Q1 | $4.12M | Buy |
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|
2024
Q4 | $3.99M | Hold |
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|
2024
Q3 | $3.89M | Buy |
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|
2024
Q2 | $3.69M | Sell |
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|
2024
Q1 | $3.58M | Buy |
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|
2023
Q4 | $3.15M | Buy |
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|
2023
Q3 | $2.63M | Sell |
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|
2023
Q2 | $2.74M | Sell |
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|
2023
Q1 | $2.57M | Sell |
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|
2022
Q4 | $2.39M | Sell |
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|
2022
Q3 | $2.26M | Sell |
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|
2022
Q2 | $2.65M | Sell |
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|
2022
Q1 | $3.04M | Sell |
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|
2021
Q4 | $3.27M | Buy |
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|
2021
Q3 | $3.21M | Sell |
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|
2021
Q2 | $3.06M | Sell |
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|
2021
Q1 | $2.94M | Buy |
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|
2020
Q4 | $2.57M | Buy |
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