Richard W. Paul & Associates’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 | $4.11M | Sell |
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|
2025
Q1 | $3.78M | Buy |
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|
2024
Q4 | $3.9M | Sell |
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|
2024
Q3 | $3.89M | Buy |
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|
2024
Q2 | $3.69M | Sell |
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|
2024
Q1 | $3.66M | Buy |
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|
2023
Q4 | $3.29M | Buy |
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|
2023
Q3 | $2.91M | Sell |
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|
2023
Q2 | $4.06M | Sell |
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|
2023
Q1 | $3.8M | Buy |
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|
2022
Q4 | $3.23M | Buy |
|