KFA Private Wealth Group’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 | $64.6M | Sell |
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|
2025
Q2 | $60.2M | Sell |
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|
2025
Q1 | $54.9M | Buy |
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|
2024
Q4 | $45.6M | Buy |
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|
2024
Q3 | $38.5M | Buy |
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|
2024
Q2 | $35.7M | Sell |
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|
2024
Q1 | $65.2M | Buy |
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|
2023
Q4 | $56.1M | Buy |
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|
2023
Q3 | $46.8M | Buy |
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|
2023
Q2 | $48.4M | Buy |
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|
2023
Q1 | $44.3M | Buy |
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|
2022
Q4 | $39.5M | Sell |
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|
2022
Q3 | $39.9M | Buy |
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|
2022
Q2 | $41.7M | Buy |
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|
2022
Q1 | $48.2M | Buy |
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|
2021
Q4 | $49.6M | Buy |
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|
2021
Q3 | $43.1M | Sell |
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|
2021
Q2 | $43.1M | Buy |
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|
2021
Q1 | $39.1M | Buy |
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|
2020
Q4 | $35.5M | Buy |
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|
2020
Q3 | $30.7M | Buy |
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|
2020
Q2 | $26.2M | Sell |
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|
2020
Q1 | $22M | Buy |
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|
2019
Q4 | $26.8M | Buy |
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