Prosperity Financial Group’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
Q4 | $931K | Sell |
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|
2025
Q3 | $913K | Sell |
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|
2025
Q2 | $865K | Buy |
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|
2025
Q1 | $663K | Sell |
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|
2024
Q4 | $710K | Buy |
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|
2024
Q3 | $686K | Buy |
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|
2024
Q2 | $587K | Buy |
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|
2024
Q1 | $563K | Buy |
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|
2023
Q4 | $426K | Buy |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $552K | Buy |
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|
2023
Q1 | $442K | Buy |
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