Principle Wealth Partners’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 | $1.18M | Hold |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $841K | Hold |
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|
2024
Q4 | $881K | Hold |
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|
2024
Q3 | $863K | Buy |
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|
2024
Q2 | $752K | Hold |
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|
2024
Q1 | $722K | Buy |
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|
2023
Q4 | $642K | Buy |
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|
2023
Q3 | $483K | Sell |
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|
2023
Q2 | $534K | Sell |
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|
2023
Q1 | $524K | Hold |
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|
2022
Q4 | $490K | Sell |
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|
2022
Q3 | $471 | Sell |
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|
2022
Q2 | $504K | Hold |
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|
2022
Q1 | $603K | Buy |
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|
2021
Q4 | $561K | Buy |
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|
2021
Q3 | $486K | Buy |
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|
2021
Q2 | $472K | Buy |
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|
2021
Q1 | $435K | Hold |
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|
2020
Q4 | $411K | Buy |
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|
2020
Q3 | $301K | Sell |
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|
2020
Q2 | $416K | Hold |
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|
2020
Q1 | $347K | Sell |
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|
2019
Q4 | $595K | Buy |
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|
2019
Q3 | $541K | Buy |
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|
2019
Q2 | $523K | Buy |
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|
2019
Q1 | $490K | Buy |
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|
2018
Q4 | $432K | Buy |
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