Intergy Private 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 | $1.41M | Buy |
|
|||||
|
2025
Q2 | $1.31M | Sell |
|
|||||
|
2025
Q1 | $1.27M | Sell |
|
|||||
|
2024
Q4 | $1.39M | Buy |
|
|||||
|
2024
Q3 | $1.28M | Sell |
|
|||||
|
2024
Q2 | $1.22M | Sell |
|
|||||
|
2024
Q1 | $1.18M | Sell |
|
|||||
|
2023
Q4 | $1.09M | Sell |
|
|||||
|
2023
Q3 | $1.04M | Sell |
|
|||||
|
2023
Q2 | $2M | Buy |
|
|||||
|
2023
Q1 | $1.73M | Buy |
|
|||||
|
2022
Q4 | $952K | Sell |
|
|||||
|
2022
Q3 | $1.38M | Sell |
|
|||||
|
2022
Q2 | $1.5M | Sell |
|
|||||
|
2022
Q1 | $1.92M | Sell |
|
|||||
|
2021
Q4 | $10.5M | Buy |
|