REDW Wealth’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 | $14.3M | Sell |
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|
2025
Q2 | $13.3M | Buy |
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|
2025
Q1 | $12M | Buy |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $1.04M | Hold |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $797K | Buy |
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|
2022
Q4 | $386K | Sell |
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|
2022
Q3 | $637K | Buy |
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|
2022
Q2 | $485K | Buy |
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|
2022
Q1 | $534K | Buy |
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|
2021
Q4 | $560K | Buy |
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|
2021
Q3 | $505K | Hold |
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|
2021
Q2 | $504K | Sell |
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|
2021
Q1 | $511K | Buy |
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|
2020
Q4 | $473K | Buy |
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|
2020
Q3 | $423K | Sell |
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|
2020
Q2 | $439K | Buy |
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|
2020
Q1 | $365K | Hold |
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|
2019
Q4 | $457K | Buy |
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|
2019
Q3 | $421K | Sell |
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|
2019
Q2 | $480K | Buy |
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|
2019
Q1 | $343K | Sell |
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|
2018
Q4 | $333K | Buy |
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|
2018
Q3 | $213K | Buy |
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