Measured Wealth Private Client 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
Q2 | $4.92M | Hold |
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|
2025
Q1 | $4.45M | Sell |
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|
2024
Q4 | $4.67M | Sell |
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|
2024
Q3 | $4.71M | Sell |
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|
2024
Q2 | $4.56M | Sell |
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|
2024
Q1 | $4.62M | Sell |
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|
2023
Q4 | $4.35M | Sell |
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|
2023
Q3 | $3.92M | Sell |
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|
2023
Q2 | $4.33M | Sell |
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|
2023
Q1 | $4.22M | Sell |
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|
2022
Q4 | $3.98M | Buy |
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|
2022
Q3 | $3.62M | Buy |
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|
2022
Q2 | $3.77M | Sell |
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|
2022
Q1 | $5.71M | Sell |
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|
2021
Q4 | $6.4M | Sell |
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|
2021
Q3 | $5.84M | Sell |
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|
2021
Q2 | $6.39M | Sell |
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|
2021
Q1 | $5.93M | Sell |
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|
2020
Q4 | $5.6M | Sell |
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|
2020
Q3 | $5.03M | Sell |
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|
2020
Q2 | $4.91M | Sell |
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|
2020
Q1 | $4.22M | Sell |
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|
2019
Q4 | $5.51M | Sell |
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|
2019
Q3 | $5.67M | Sell |
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|
2019
Q2 | $14.5M | Sell |
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|
2019
Q1 | $14.9M | Buy |
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|
2018
Q4 | $12.7M | Buy |
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|
2018
Q3 | $14.3M | Buy |
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|
2018
Q2 | $12.7M | Buy |
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|
2017
Q3 | $10.6M | Buy |
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