Powell Investment 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 | $199K | Sell |
|
|||||
|
2025
Q2 | $223K | Hold |
|
|||||
|
2025
Q1 | $202K | Hold |
|
|||||
|
2024
Q4 | $211K | Sell |
|
|||||
|
2024
Q3 | $212K | Hold |
|
|||||
|
2024
Q2 | $201K | Buy |
|
|||||
|
2024
Q1 | $36.3K | Hold |
|
|||||
|
2023
Q4 | $33K | Hold |
|
|||||
|
2023
Q3 | $29.8K | Sell |
|
|||||
|
2023
Q2 | $43.7K | Hold |
|
|||||
|
2023
Q1 | $40.3K | Hold |
|
|||||
|
2022
Q4 | $37.7K | Hold |
|
|||||
|
2022
Q3 | $35K | Hold |
|
|||||
|
2022
Q2 | $37K | Hold |
|
|||||
|
2022
Q1 | $44K | Hold |
|
|||||
|
2021
Q4 | $47K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $30K | Hold |
|
|||||
|
2021
Q1 | $27K | Buy |
|