Moneywise Inc’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 | $2.41M | Sell |
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|
2025
Q2 | $2.29M | Buy |
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|
2025
Q1 | $1.88M | Sell |
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|
2024
Q4 | $2.08M | Sell |
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|
2024
Q3 | $2.37M | Buy |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $2.02M | Buy |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.47M | Sell |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $3.58M | Sell |
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|
2022
Q1 | $4.93M | Sell |
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|
2021
Q4 | $5.42M | Sell |
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|
2021
Q3 | $5.81M | Sell |
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|
2021
Q2 | $6.38M | Sell |
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|
2021
Q1 | $6.25M | Sell |
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|
2020
Q4 | $5.95M | Sell |
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|
2020
Q3 | $5.4M | Buy |
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|
2020
Q2 | $4.96M | Buy |
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|
2020
Q1 | $4.04M | Buy |
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|
2019
Q4 | $4.42M | Sell |
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|
2019
Q3 | $4.59M | Buy |
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|
2019
Q2 | $4.51M | Buy |
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|
2019
Q1 | $3.83M | Sell |
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|
2018
Q4 | $3.75M | Sell |
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|
2018
Q3 | $4.41M | Buy |
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|
2018
Q2 | $4.1M | Sell |
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|
2018
Q1 | $4M | Sell |
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|
2017
Q4 | $4.49M | Sell |
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|
2017
Q3 | $4.24M | Sell |
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|
2017
Q2 | $4.24M | Sell |
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|
2017
Q1 | $4.22M | Buy |
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|
2016
Q4 | $3.98M | Buy |
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|
2016
Q3 | $3.77M | Buy |
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