Quattro Financial 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 | $700K | Buy |
|
|||||
|
2025
Q2 | $565K | Buy |
|
|||||
|
2025
Q1 | $238K | Buy |
|
|||||
|
2024
Q4 | $224K | Sell |
|
|||||
|
2024
Q3 | $292K | Hold |
|
|||||
|
2024
Q2 | $273K | Hold |
|
|||||
|
2024
Q1 | $262K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $72.4K | Sell |
|
|||||
|
2018
Q3 | $79.9K | Hold |
|
|||||
|
2018
Q2 | $75.9K | Sell |
|
|||||
|
2018
Q1 | $174K | Sell |
|
|||||
|
2017
Q4 | $665K | Sell |
|
|||||
|
2017
Q3 | $1.19M | Sell |
|
|||||
|
2017
Q2 | $7.57M | Buy |
|
|||||
|
2017
Q1 | $5.09M | Buy |
|