IronBridge 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 | $1.22M | Hold |
|
|||||
|
2025
Q2 | $1.13M | Hold |
|
|||||
|
2025
Q1 | $1.03M | Sell |
|
|||||
|
2024
Q4 | $1.08M | Hold |
|
|||||
|
2024
Q3 | $1.05M | Hold |
|
|||||
|
2024
Q2 | $1M | Hold |
|
|||||
|
2024
Q1 | $961K | Buy |
|
|||||
|
2023
Q4 | $528K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $60K | Buy |
|
|||||
|
2021
Q3 | $2K | Sell |
|
|||||
|
2021
Q2 | $24.5M | Buy |
|
|||||
|
2021
Q1 | $2K | Hold |
|
|||||
|
2020
Q4 | $2K | Buy |
|