OneAscent Financial Services’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 | $1.76M | Sell |
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|
2025
Q1 | $1.69M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $700K | Sell |
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|
2023
Q4 | $744K | Buy |
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|
2023
Q3 | $555K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.23M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $1.23M | Buy |
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|
2020
Q1 | $242K | Buy |
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|
2019
Q4 | $229K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $358K | Buy |
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