Onyx Bridge Wealth Group’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 | $91M | Buy |
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|
2025
Q1 | $72.8M | Sell |
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|
2024
Q4 | $83M | Buy |
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|
2024
Q3 | $76.7M | Sell |
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|
2024
Q2 | $76.5M | Buy |
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|
2024
Q1 | $67.3M | Buy |
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|
2023
Q4 | $43.9M | Buy |
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|
2023
Q3 | $38M | Buy |
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|
2023
Q2 | $34.6M | Buy |
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|
2023
Q1 | $16.1M | Buy |
|
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|
2022
Q4 | $13.6M | Sell |
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|
2022
Q3 | $13.5M | Buy |
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|
2022
Q2 | $13.3M | Sell |
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|
2022
Q1 | $26M | Sell |
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|
2021
Q4 | $30.7M | Buy |
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|
2021
Q3 | $22.6M | Buy |
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|
2021
Q2 | $20M | Buy |
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|
2021
Q1 | $16M | Buy |
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|
2020
Q4 | $11.5M | Buy |
|