Kestra Private Wealth Services’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 | $74.4M | Buy |
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|
2025
Q1 | $52.1M | Buy |
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|
2024
Q4 | $53.5M | Buy |
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|
2024
Q3 | $48.1M | Sell |
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|
2024
Q2 | $49.9M | Sell |
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|
2024
Q1 | $50M | Sell |
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|
2023
Q4 | $49.2M | Buy |
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|
2023
Q3 | $32.4M | Buy |
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|
2023
Q2 | $31M | Buy |
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|
2023
Q1 | $25.1M | Buy |
|
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|
2022
Q4 | $15.8M | Sell |
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|
2022
Q3 | $17.5M | Buy |
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|
2022
Q2 | $15.6M | Buy |
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|
2022
Q1 | $16.1M | Sell |
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|
2021
Q4 | $19.4M | Buy |
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|
2021
Q3 | $16.9M | Buy |
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|
2021
Q2 | $15.4M | Buy |
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|
2021
Q1 | $13.5M | Sell |
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|
2020
Q4 | $12.8M | Buy |
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|
2020
Q3 | $9.26M | Buy |
|