One 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
Q3 | $24.6M | Sell |
|
|||||
|
2025
Q2 | $22.9M | Buy |
|
|||||
|
2025
Q1 | $20.1M | Sell |
|
|||||
|
2024
Q4 | $22.6M | Buy |
|
|||||
|
2024
Q3 | $20.3M | Sell |
|
|||||
|
2024
Q2 | $19M | Buy |
|
|||||
|
2024
Q1 | $17.6M | Sell |
|
|||||
|
2023
Q4 | $16.7M | Buy |
|
|||||
|
2023
Q3 | $14.5M | Sell |
|
|||||
|
2023
Q2 | $15.2M | Buy |
|
|||||
|
2023
Q1 | $12.6M | Buy |
|
|||||
|
2022
Q4 | $11.2M | Buy |
|
|||||
|
2022
Q3 | $9.73M | Buy |
|
|||||
|
2022
Q2 | $5.2M | Buy |
|
|||||
|
2022
Q1 | $4.61M | Buy |
|
|||||
|
2021
Q4 | $3.38M | Buy |
|
|||||
|
2021
Q3 | $2.14M | Buy |
|
|||||
|
2021
Q2 | $1.44M | Buy |
|
|||||
|
2021
Q1 | $975K | Buy |
|
|||||
|
2020
Q4 | $301K | Buy |
|