Level Financial Advisors’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 | $599K | Sell |
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|
2025
Q2 | $578K | Hold |
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|
2025
Q1 | $523K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $20.1K | Hold |
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|
2023
Q3 | $18K | Hold |
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|
2023
Q2 | $18.7K | Hold |
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|
2023
Q1 | $17.3K | Hold |
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|
2022
Q4 | $16K | Hold |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $117K | Hold |
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|
2022
Q1 | $140K | Hold |
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|
2021
Q4 | $147K | Buy |
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