Lowe Wealth 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 | $286K | Buy |
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|
2025
Q2 | $192K | Hold |
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|
2025
Q1 | $174K | Sell |
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|
2024
Q4 | $185K | Buy |
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|
2024
Q3 | $51.9K | Hold |
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|
2024
Q2 | $49.3K | Hold |
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|
2024
Q1 | $47.3K | Sell |
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|
2023
Q4 | $45.9K | Hold |
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|
2023
Q3 | $41.2K | Hold |
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|
2023
Q2 | $42.8K | Hold |
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|
2023
Q1 | $39.5K | Hold |
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|
2022
Q4 | $36.9K | Hold |
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|
2022
Q3 | $34K | Hold |
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|
2022
Q2 | $36K | Hold |
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|
2022
Q1 | $44K | Hold |
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|
2021
Q4 | $46K | Hold |
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|
2021
Q3 | $41K | Hold |
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|
2021
Q2 | $41K | Hold |
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|
2021
Q1 | $38K | Buy |
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|
2020
Q4 | $32K | Hold |
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|
2020
Q3 | $28K | Sell |
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|
2020
Q2 | $33K | Hold |
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|
2020
Q1 | $28K | Hold |
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|
2019
Q4 | $35K | Hold |
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|
2019
Q3 | $32K | Hold |
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|
2019
Q2 | $32K | Hold |
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|
2019
Q1 | $30K | Hold |
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|
2018
Q4 | $27K | Buy |
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|
2018
Q3 | $31K | Buy |
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|
2018
Q2 | $18K | Hold |
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|
2018
Q1 | $18K | Buy |
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|
2017
Q4 | $15K | Hold |
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|
2017
Q3 | $14K | Hold |
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|
2017
Q2 | $14K | Hold |
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|
2017
Q1 | $14K | Hold |
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|
2016
Q4 | $13K | Buy |
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|
2016
Q3 | $3K | Hold |
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|
2016
Q2 | $3K | Sell |
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|
2016
Q1 | $47K | Buy |
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|
2015
Q4 | $2K | Hold |
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|
2015
Q3 | $2K | Hold |
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|
2015
Q2 | $2K | Buy |
|