RDA Financial Network’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 | $1.21M | Buy |
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|
2025
Q2 | $791K | Sell |
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|
2025
Q1 | $738K | Buy |
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|
2024
Q4 | $660K | Buy |
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|
2024
Q3 | $643K | Buy |
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|
2024
Q2 | $565K | Buy |
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|
2024
Q1 | $531K | Sell |
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|
2023
Q4 | $526K | Buy |
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|
2023
Q3 | $336K | Buy |
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|
2023
Q2 | $338K | Buy |
|
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|
2023
Q1 | $309K | Buy |
|
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $333K | Buy |
|
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|
2022
Q1 | $391K | Sell |
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|
2021
Q4 | $413K | Buy |
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|
2021
Q3 | $367K | Sell |
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|
2021
Q2 | $626K | Sell |
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|
2021
Q1 | $733K | Sell |
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|
2020
Q4 | $959K | Sell |
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|
2020
Q3 | $872K | Buy |
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|
2020
Q2 | $795K | Buy |
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|
2020
Q1 | $624K | Sell |
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|
2019
Q4 | $901K | Sell |
|
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $605K | Buy |
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|
2019
Q1 | $580K | Buy |
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