Prism 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 | $202K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $467K | Hold |
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|
2024
Q3 | $457K | Hold |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $726K | Hold |
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|
2023
Q4 | $660K | Hold |
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|
2023
Q3 | $593K | Hold |
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|
2023
Q2 | $616K | Hold |
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|
2023
Q1 | $568K | Hold |
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|
2022
Q4 | $531K | Hold |
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|
2022
Q3 | $495K | Hold |
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|
2022
Q2 | $524K | Hold |
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|
2022
Q1 | $627K | Hold |
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|
2021
Q4 | $659K | Hold |
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|
2021
Q3 | $595K | Hold |
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|
2021
Q2 | $594K | Hold |
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|
2021
Q1 | $549K | Hold |
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|
2020
Q4 | $518K | Hold |
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|
2020
Q3 | $464K | Hold |
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|
2020
Q2 | $428K | Hold |
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|
2020
Q1 | $357K | Buy |
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|
2019
Q4 | $420K | Sell |
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|
2019
Q3 | $393K | Hold |
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|
2019
Q2 | $388K | Hold |
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|
2019
Q1 | $374K | Buy |
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|
2018
Q4 | $319K | Hold |
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|
2018
Q3 | $352K | Hold |
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|
2018
Q2 | $352K | Hold |
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|
2018
Q1 | $347K | Sell |
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|
2017
Q4 | $678K | Buy |
|