NewEdge Wealth’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 | $12.7M | Buy |
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|
2025
Q1 | $7.96M | Sell |
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|
2024
Q4 | $8.62M | Buy |
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|
2024
Q3 | $7.34M | Buy |
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|
2024
Q2 | $6.03M | Sell |
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|
2024
Q1 | $6.56M | Buy |
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|
2023
Q4 | $4.06M | Sell |
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|
2023
Q3 | $3.94M | Buy |
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|
2023
Q2 | $3.7M | Buy |
|
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|
2023
Q1 | $1.7M | Sell |
|
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|
2022
Q4 | $3.56M | Buy |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $964K | Buy |
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|
2022
Q1 | $578K | Sell |
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|
2021
Q4 | $2.98M | Buy |
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