Instrumental Wealth’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 | $10.1M | Buy |
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|
2025
Q2 | $8.95M | Buy |
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|
2025
Q1 | $7.85M | Buy |
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|
2024
Q4 | $8.21M | Buy |
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|
2024
Q3 | $7.76M | Buy |
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|
2024
Q2 | $7.06M | Buy |
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|
2024
Q1 | $6.79M | Sell |
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|
2023
Q4 | $7.24M | Sell |
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|
2023
Q3 | $6.67M | Sell |
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|
2023
Q2 | $7M | Buy |
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|
2023
Q1 | $6.4M | Buy |
|