Oxinas Partners Wealth Management’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 | $2.4M | Sell |
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|
2025
Q1 | $2.45M | Sell |
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|
2024
Q4 | $2.58M | Buy |
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|
2024
Q3 | $2.52M | Sell |
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|
2024
Q2 | $2.39M | Sell |
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|
2024
Q1 | $2.71M | Buy |
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|
2023
Q4 | $2.45M | Sell |
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|
2023
Q3 | $2.26M | Sell |
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|
2023
Q2 | $2.35M | Buy |
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|
2023
Q1 | $2.13M | Sell |
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|
2022
Q4 | $2M | Sell |
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|
2022
Q3 | $3.11M | Buy |
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|
2022
Q2 | $3.21M | Sell |
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|
2022
Q1 | $5.72M | Sell |
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|
2021
Q4 | $6.23M | Sell |
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|
2021
Q3 | $6.14M | Buy |
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|
2021
Q2 | $5.88M | Sell |
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|
2021
Q1 | $5.55M | Sell |
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|
2020
Q4 | $5.32M | Buy |
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