Insigneo Advisory Services’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 | $9.06M | Buy |
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|
2025
Q1 | $7.24M | Buy |
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|
2024
Q4 | $6.86M | Buy |
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|
2024
Q3 | $4.24M | Buy |
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|
2024
Q2 | $2.9M | Buy |
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|
2024
Q1 | $2.19M | Buy |
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|
2023
Q4 | $968K | Buy |
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|
2023
Q3 | $826K | Buy |
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|
2023
Q2 | $852K | Buy |
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|
2023
Q1 | $367K | Sell |
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|
2022
Q4 | $483K | Buy |
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