Octavia Wealth Advisors’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 | $1.08M | Sell |
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|
2025
Q1 | $1.96M | Buy |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.76M | Buy |
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|
2024
Q1 | $950K | Sell |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $320K | Sell |
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|
2022
Q4 | $342K | Sell |
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|
2022
Q3 | $335K | Sell |
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|
2022
Q2 | $657K | Buy |
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|
2022
Q1 | $667K | Sell |
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|
2021
Q4 | $712K | Buy |
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|
2021
Q3 | $574K | Buy |
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|
2021
Q2 | $560K | Buy |
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|
2021
Q1 | $491K | Sell |
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|
2020
Q4 | $672K | Buy |
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