Register Financial 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 | $1.26M | Buy |
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|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $752K | Buy |
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|
2024
Q3 | $711K | Buy |
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|
2024
Q2 | $670K | Sell |
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|
2024
Q1 | $646K | Buy |
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|
2023
Q4 | $505K | Sell |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $522K | Buy |
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|
2023
Q1 | $477K | Sell |
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|
2022
Q4 | $451K | Buy |
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