Investment Advisory Group’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 | $13.6M | Buy |
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|
2025
Q1 | $11.8M | Buy |
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|
2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $11.3M | Buy |
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|
2024
Q2 | $10.2M | Buy |
|
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|
2024
Q1 | $9.54M | Buy |
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|
2023
Q4 | $8.29M | Buy |
|
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|
2023
Q3 | $7.28M | Buy |
|
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|
2023
Q2 | $7.54M | Buy |
|
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|
2023
Q1 | $6.44M | Sell |
|
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|
2022
Q4 | $6.04M | Sell |
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|
2022
Q3 | $5.67M | Buy |
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|
2022
Q2 | $5.94M | Sell |
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|
2022
Q1 | $7.13M | Buy |
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|
2021
Q4 | $7.06M | Buy |
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