Kowal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.34M | Sell |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $2.04M | Sell |
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|
2022
Q4 | $2.11M | Buy |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.84M | Buy |
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|
2022
Q1 | $1.74M | Buy |
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|
2021
Q4 | $550K | Buy |
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|
2021
Q3 | $383K | Hold |
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | $308K | Buy |
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|
2020
Q4 | $214K | Buy |
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