Kathleen S. Wright Associates’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 | $3.03M | Sell |
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|
2025
Q2 | $2.83M | Buy |
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|
2025
Q1 | $2.56M | Sell |
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|
2024
Q4 | $2.75M | Buy |
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|
2024
Q3 | $2.64M | Sell |
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|
2024
Q2 | $2.53M | Sell |
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|
2024
Q1 | $2.49M | Buy |
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|
2023
Q4 | $2.25M | Buy |
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|
2023
Q3 | $1.94M | Buy |
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|
2023
Q2 | $2.01M | Sell |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.73M | Sell |
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|
2022
Q3 | $1.62M | Buy |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $1.82M | Buy |
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|
2021
Q4 | $1.73M | Buy |
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