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