Oakwell Private 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
Q2
$4.12M Sell
2025
Q1
$3.89M Sell
2024
Q4
$4.11M Hold
2024
Q3
$4.03M Hold
2024
Q2
$3.82M Hold
2024
Q1
$3.67M Hold
2023
Q4
$3.33M Hold
2023
Q3
$3M Hold
2023
Q2
$3.11M Hold
2023
Q1
$2.87M Hold
2022
Q4
$2.68M Sell
2022
Q3
$3.12M Buy
2022
Q2
$2.65M Sell
2022
Q1
$3.95M Hold
2021
Q4
$4.16M Buy
2021
Q3
$3.66M Hold
2021
Q2
$3.65M Sell
2021
Q1
$4.15M Buy
2020
Q4
$3.86M Buy