Operose 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
$2.49M Buy
2025
Q1
$2.24M Buy
2024
Q4
$2.25M Sell
2024
Q3
$2.26M Buy
2024
Q2
$2.15M Buy
2024
Q1
$1.88M Sell
2023
Q4
$1.77M Buy
2023
Q3
$1.29M Buy
2023
Q2
$586K Hold
2023
Q1
$540K Buy
2022
Q4
$472K Buy
2022
Q3
$159K Hold
2022
Q2
$168K Hold
2022
Q1
$201K Buy
2021
Q4
$211K Buy