Realta Investment 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 | $2.14M | Sell |
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|
2025
Q2 | $2M | Sell |
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|
2025
Q1 | $1.98M | Sell |
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|
2024
Q4 | $2.26M | Sell |
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|
2024
Q3 | $2.35M | Sell |
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|
2024
Q2 | $2.64M | Buy |
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|
2024
Q1 | $703K | Sell |
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|
2023
Q4 | $652K | Sell |
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|
2023
Q3 | $629K | Hold |
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|
2023
Q2 | $629K | Sell |
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|
2023
Q1 | $632K | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $868K | Buy |
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|
2022
Q2 | $904K | Sell |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $476K | Buy |
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|
2020
Q3 | $413K | Sell |
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|
2020
Q2 | $420K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $396K | Sell |
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|
2019
Q3 | $375K | Sell |
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|
2019
Q2 | $392K | Buy |
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|
2019
Q1 | $250K | Buy |
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