Intelligent Financial Strategies’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 | $4.2M | Sell |
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|
2025
Q1 | $3.95M | Sell |
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|
2024
Q4 | $4.2M | Sell |
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|
2024
Q3 | $4.23M | Sell |
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|
2024
Q2 | $4.07M | Sell |
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|
2024
Q1 | $3.95M | Buy |
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|
2023
Q4 | $3.52M | Sell |
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|
2023
Q3 | $3.22M | Sell |
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|
2023
Q2 | $3.61M | Buy |
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|
2023
Q1 | $3.32M | Sell |
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|
2022
Q4 | $3.19M | Buy |
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|
2022
Q3 | $2.42M | Hold |
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|
2022
Q2 | $2.55M | Sell |
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|
2022
Q1 | $3.78M | Sell |
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|
2021
Q4 | $4.08M | Buy |
|