Intrua Financial’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 | $7.53M | Sell |
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|
2025
Q2 | $7.05M | Sell |
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|
2025
Q1 | $6.42M | Buy |
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|
2024
Q4 | $3.4M | Buy |
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|
2024
Q3 | $3.12M | Sell |
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|
2024
Q2 | $3.01M | Sell |
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|
2024
Q1 | $2.9M | Buy |
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|
2023
Q4 | $2.63M | Sell |
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|
2023
Q3 | $2.39M | Sell |
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|
2023
Q2 | $2.5M | Buy |
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|
2023
Q1 | $2.26M | Sell |
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|
2022
Q4 | $2.26M | Sell |
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|
2022
Q3 | $2.2M | Sell |
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|
2022
Q2 | $4.84M | Sell |
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|
2022
Q1 | $6.45M | Buy |
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|
2021
Q4 | $6.15M | Sell |
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|
2021
Q3 | $6.43M | Buy |
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|
2021
Q2 | $5.07M | Buy |
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|
2021
Q1 | $3.96M | Buy |
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|
2020
Q4 | $251K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $445K | Buy |
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