Integris 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 | $37.9M | Sell |
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|
2025
Q2 | $36.7M | Sell |
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|
2025
Q1 | $33.7M | Sell |
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|
2024
Q4 | $36M | Sell |
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|
2024
Q3 | $36.1M | Sell |
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|
2024
Q2 | $35M | Sell |
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|
2024
Q1 | $35.5M | Sell |
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|
2023
Q4 | $32.8M | Sell |
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|
2023
Q3 | $31.2M | Sell |
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|
2023
Q2 | $47.9M | Buy |
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|
2023
Q1 | $44.1M | Buy |
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|
2022
Q4 | $40.8M | Buy |
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