Red Door 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 | $12.1M | Sell |
|
|||||
|
2025
Q2 | $11.4M | Buy |
|
|||||
|
2025
Q1 | $10.3M | Buy |
|
|||||
|
2024
Q4 | $10.7M | Buy |
|
|||||
|
2024
Q3 | $10.1M | Sell |
|
|||||
|
2024
Q2 | $9.67M | Buy |
|
|||||
|
2024
Q1 | $8.85M | Buy |
|
|||||
|
2023
Q4 | $8.04M | Sell |
|
|||||
|
2023
Q3 | $7.72M | Buy |
|
|||||
|
2023
Q2 | $7.91M | Buy |
|
|||||
|
2023
Q1 | $2.39M | Sell |
|
|||||
|
2022
Q4 | $2.48M | Sell |
|
|||||
|
2022
Q3 | $2.77M | Buy |
|
|||||
|
2022
Q2 | $2.85M | Buy |
|
|||||
|
2022
Q1 | $3.41M | Sell |
|
|||||
|
2021
Q4 | $4.32M | Sell |
|
|||||
|
2021
Q3 | $3.91M | Hold |
|
|||||
|
2021
Q2 | $3.91M | Sell |
|
|||||
|
2021
Q1 | $3.63M | Buy |
|
|||||
|
2020
Q4 | $3.27M | Buy |
|
|||||
|
2020
Q3 | $2.94M | Hold |
|
|||||
|
2020
Q2 | $2.7M | Buy |
|
|||||
|
2020
Q1 | $2.25M | Sell |
|
|||||
|
2019
Q4 | $3.03M | Buy |
|