KWB Wealth’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 | $8.11M | Sell |
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|
2025
Q2 | $8.18M | Sell |
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|
2025
Q1 | $8.83M | Sell |
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|
2024
Q4 | $8.66M | Sell |
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|
2024
Q3 | $8.29M | Buy |
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|
2024
Q2 | $7.92M | Sell |
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|
2024
Q1 | $8.15M | Sell |
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|
2023
Q4 | $7.55M | Sell |
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|
2023
Q3 | $7.31M | Sell |
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|
2023
Q2 | $7.32M | Sell |
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|
2023
Q1 | $7.25M | Sell |
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|
2022
Q4 | $7.31M | Sell |
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|
2022
Q3 | $6.92M | Sell |
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|
2022
Q2 | $7.5M | Sell |
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|
2022
Q1 | $11.6M | Hold |
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|
2021
Q4 | $11.6M | Sell |
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|
2021
Q3 | $11.1M | Sell |
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|
2021
Q2 | $10.7M | Hold |
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|
2021
Q1 | $10.7M | Sell |
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|
2020
Q4 | $11.6M | Buy |
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