O'Brien Wealth Partners’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 | $754K | Hold |
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|
2025
Q1 | $683K | Sell |
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|
2024
Q4 | $718K | Hold |
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|
2024
Q3 | $704K | Hold |
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|
2024
Q2 | $668K | Sell |
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|
2024
Q1 | $648K | Hold |
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|
2023
Q4 | $589K | Sell |
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|
2023
Q3 | $540K | Buy |
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|
2023
Q2 | $493K | Hold |
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|
2023
Q1 | $455K | Buy |
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|
2022
Q4 | $392K | Hold |
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|
2022
Q3 | $366K | Sell |
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|
2022
Q2 | $392K | Sell |
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|
2022
Q1 | $451K | Buy |
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|
2021
Q4 | $435K | Buy |
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|
2021
Q3 | $298K | Hold |
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|
2021
Q2 | $300K | Hold |
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|
2021
Q1 | $281K | Hold |
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|
2020
Q4 | $262K | Hold |
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|
2020
Q3 | $237K | Hold |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $254K | Buy |
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|
2019
Q3 | $205K | Sell |
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|
2019
Q2 | $465K | Buy |
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|
2019
Q1 | $268K | Sell |
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|
2018
Q4 | $506K | Buy |
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|
2018
Q3 | $276K | Sell |
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|
2018
Q2 | $262K | Buy |
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|
2018
Q1 | $250K | Hold |
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|
2017
Q4 | $253K | Hold |
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|
2017
Q3 | $238K | Hold |
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|
2017
Q2 | $229K | Buy |
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