Provident Wealth Management’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 | $267K | Sell |
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|
2025
Q2 | $251K | Sell |
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|
2025
Q1 | $228K | Hold |
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|
2024
Q4 | $238K | Buy |
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|
2024
Q3 | $233K | Sell |
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|
2024
Q2 | $223K | Sell |
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|
2024
Q1 | $217K | Buy |
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|
2023
Q4 | $126K | Sell |
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|
2023
Q3 | $125K | Sell |
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|
2023
Q2 | $170K | Sell |
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|
2023
Q1 | $173K | Sell |
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|
2022
Q4 | $167K | Sell |
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|
2022
Q3 | $159K | Sell |
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|
2022
Q2 | $168K | Buy |
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|
2022
Q1 | $144K | Buy |
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|
2021
Q4 | $133K | Sell |
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|
2021
Q3 | $183K | Buy |
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|
2021
Q2 | $113K | Hold |
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|
2021
Q1 | $104K | Hold |
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|
2020
Q4 | $98K | Hold |
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|
2020
Q3 | $88K | Hold |
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|
2020
Q2 | $81K | Sell |
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|
2020
Q1 | $94K | Buy |
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|
2019
Q4 | $85K | Buy |
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