Kaydan Wealth Management’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 | $4.11M | Buy |
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|
2025
Q2 | $3.66M | Buy |
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|
2025
Q1 | $2.75M | Buy |
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|
2024
Q4 | $2.61M | Buy |
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|
2024
Q3 | $2.06M | Buy |
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|
2024
Q2 | $1.76M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $940K | Buy |
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|
2023
Q2 | $947K | Buy |
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|
2023
Q1 | $847K | Buy |
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|
2022
Q4 | $775K | Sell |
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|
2022
Q3 | $753K | Sell |
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|
2022
Q2 | $904K | Sell |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $15.8M | Buy |
|