Regimen 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
Q2 | $2.83M | Sell |
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|
2025
Q1 | $6.23M | Sell |
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|
2024
Q4 | $6.6M | Sell |
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|
2024
Q3 | $8.93M | Sell |
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|
2024
Q2 | $8.51M | Sell |
|
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|
2024
Q1 | $11.9M | Sell |
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|
2023
Q4 | $11.1M | Buy |
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|
2023
Q3 | $8.92M | Buy |
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|
2023
Q2 | $7.84M | Buy |
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|
2023
Q1 | $6.92M | Buy |
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|
2022
Q4 | $6.13M | Buy |
|