Pathway Financial 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 | $1.01M | Hold |
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|
2025
Q2 | $932K | Hold |
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|
2025
Q1 | $844K | Buy |
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|
2024
Q4 | $763K | Sell |
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|
2024
Q3 | $758K | Hold |
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|
2024
Q2 | $719K | Buy |
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|
2024
Q1 | $666K | Hold |
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|
2023
Q4 | $605K | Buy |
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|
2023
Q3 | $544K | Buy |
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|
2023
Q2 | $473K | Hold |
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|
2023
Q1 | $437K | Hold |
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|
2022
Q4 | $408K | Hold |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $398K | Hold |
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|
2022
Q1 | $476K | Hold |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q1 | $554K | Hold |
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|
2020
Q4 | $508K | Sell |
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|
2020
Q3 | $534K | Sell |
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|
2020
Q2 | $491K | Hold |
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|
2020
Q1 | $394K | Sell |
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|
2019
Q4 | $797K | Hold |
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|
2019
Q3 | $744K | Hold |
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|
2019
Q2 | $706K | Hold |
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|
2019
Q1 | $682K | Buy |
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|
2018
Q4 | $599K | Hold |
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|
2018
Q3 | $615K | Sell |
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|
2018
Q2 | $756K | Sell |
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|
2018
Q1 | $784K | Hold |
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|
2017
Q4 | $795K | Buy |
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