Northwest 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 | $1.37M | Buy |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $898K | Sell |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $2.47M | Sell |
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|
2022
Q2 | $2.67M | Sell |
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|
2022
Q1 | $3.61M | Buy |
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|
2021
Q4 | $3.49M | Sell |
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|
2021
Q3 | $3.24M | Sell |
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|
2021
Q2 | $3.39M | Sell |
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|
2021
Q1 | $3.59M | Sell |
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|
2020
Q4 | $3.5M | Buy |
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|
2020
Q3 | $3.1M | Sell |
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|
2020
Q2 | $2.9M | Sell |
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|
2020
Q1 | $2.57M | Buy |
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|
2019
Q4 | $2.39M | Sell |
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|
2019
Q3 | $2.54M | Sell |
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|
2019
Q2 | $2.71M | Sell |
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|
2019
Q1 | $2.7M | Sell |
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|
2018
Q4 | $2.5M | Sell |
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|
2018
Q3 | $3.04M | Sell |
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|
2018
Q2 | $2.86M | Sell |
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|
2018
Q1 | $3.74M | Sell |
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|
2017
Q4 | $6.58M | Buy |
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|
2017
Q3 | $3.11M | Sell |
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|
2017
Q2 | $6.19M | Buy |
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|
2017
Q1 | $5.97M | Buy |
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|
2016
Q4 | $5.49M | Buy |
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