Regent Peak Wealth 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 | $2.23M | Buy |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $1.92M | Buy |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.46M | Hold |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.73M | Sell |
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|
2022
Q3 | $1.74M | Buy |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $1.86M | Buy |
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|
2021
Q4 | $1.95M | Sell |
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|
2021
Q3 | $1.91M | Hold |
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|
2021
Q2 | $1.95M | Buy |
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|
2021
Q1 | $1.21M | Hold |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $981K | Buy |
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|
2020
Q2 | $890K | Sell |
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|
2020
Q1 | $746K | Buy |
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|
2019
Q4 | $920K | Buy |
|