MY Wealth Management’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 | $10.3M | Buy |
|
|||||
|
2025
Q2 | $7.99M | Sell |
|
|||||
|
2025
Q1 | $11.4M | Buy |
|
|||||
|
2024
Q4 | $10.6M | Buy |
|
|||||
|
2024
Q3 | $7.6M | Buy |
|
|||||
|
2024
Q2 | $7.19M | Sell |
|
|||||
|
2024
Q1 | $6.99M | Sell |
|
|||||
|
2023
Q4 | $8.77M | Buy |
|
|||||
|
2023
Q3 | $5.58M | Sell |
|
|||||
|
2023
Q2 | $5.83M | Buy |
|
|||||
|
2023
Q1 | $5.13M | Buy |
|
|||||
|
2022
Q4 | $4.8M | Buy |
|
|||||
|
2022
Q3 | $224K | Hold |
|
|||||
|
2022
Q2 | $237K | Hold |
|
|||||
|
2022
Q1 | $284K | Hold |
|
|||||
|
2021
Q4 | $298K | Buy |
|