Keystone 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 | $32.4M | Buy |
|
|||||
|
2025
Q1 | $28.6M | Sell |
|
|||||
|
2024
Q4 | $30.1M | Sell |
|
|||||
|
2024
Q3 | $32.7M | Buy |
|
|||||
|
2024
Q2 | $30.7M | Buy |
|
|||||
|
2024
Q1 | $28.8M | Buy |
|
|||||
|
2023
Q4 | $26.1M | Buy |
|
|||||
|
2023
Q3 | $22.6M | Buy |
|
|||||
|
2023
Q2 | $21.8M | Sell |
|
|||||
|
2023
Q1 | $21.6M | Sell |
|
|||||
|
2022
Q4 | $21.9M | Sell |
|
|||||
|
2022
Q3 | $20.5M | Buy |
|
|||||
|
2022
Q2 | $21.6M | Buy |
|
|||||
|
2022
Q1 | $25.7M | Buy |
|
|||||
|
2021
Q4 | $24.2M | Buy |
|