Private 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 | $5.69M | Buy |
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|
2025
Q2 | $5.23M | Sell |
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|
2025
Q1 | $5.01M | Sell |
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|
2024
Q4 | $5.26M | Sell |
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|
2024
Q3 | $5.17M | Sell |
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|
2024
Q2 | $4.95M | Sell |
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|
2024
Q1 | $5.05M | Sell |
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|
2023
Q4 | $4.71M | Buy |
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|
2023
Q3 | $4.22M | Hold |
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|
2023
Q2 | $4.38M | Hold |
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|
2023
Q1 | $4.04M | Buy |
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|
2022
Q4 | $3.36M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.91M | Hold |
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|
2020
Q3 | $2.6M | Hold |
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|
2020
Q2 | $2.4M | Hold |
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|
2020
Q1 | $2M | Sell |
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|
2019
Q4 | $2.51M | Sell |
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|
2019
Q3 | $2.52M | Hold |
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|
2019
Q2 | $2.49M | Buy |
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|
2019
Q1 | $2.21M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $889K | Sell |
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|
2018
Q2 | $933K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $753K | Buy |
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